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 | $20,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,776 | $50,385-33.0% | $75,670-55.4% | $62,292-45.8% |
| Participation rate | 42.0% | 67.7%-25.7pp | 72.3%-30.4pp | 69.5%-27.5pp |
| Annual return | 16.75% | 19.90%-3.2pp | 27.34%-10.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $418 | $1,537-72.8% | $2,352-82.2% | $2,042-79.5% |
| Participant deferral / active EE | $1,190 | $2,445-51.3% | $3,142-62.1% | $3,169-62.4% |
| Admin fee / account holder | $298 | $384-22.5% | $5,800-94.9% | $479-37.9% |