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 SERVICES4+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $20,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,485 | $77,813-28.7% | $123,544-55.1% | $64,186-13.6% |
| Participation rate | 16.3% | 74.7%-58.4pp | 82.3%-66.0pp | 69.6%-53.2pp |
| Annual return | -7.61% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $975 | $5,240-81.4% | $6,426-84.8% | $3,470-71.9% |
| Admin fee / account holder | $609 | $5,519-89.0% | $9,284-93.4% | $4,888-87.5% |