See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES2+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $22,874 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,746 | $64,909-15.7% | $82,313-33.5% | $62,292-12.1% |
| Participation rate | 77.7% | 74.9%+2.8pp | 76.9%+0.8pp | 69.5%+8.2pp |
| Annual return | 17.38% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $318 | $1,676-81.0% | $2,428-86.9% | $2,042-84.4% |
| Participant deferral / active EE | $1,755 | $3,103-43.5% | $3,706-52.7% | $3,169-44.6% |
| Admin fee / account holder | $269 | $440-38.8% | $5,608-95.2% | $479-43.9% |