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 | $30,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,272 | $50,666-16.6% | $76,817-45.0% | $65,185-35.2% |
| Participation rate | 49.6% | 68.8%-19.2pp | 72.1%-22.4pp | 70.2%-20.6pp |
| Annual return | 18.03% | 28.51%-10.5pp | 1166.11%-1148.1pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,061 | $1,575-32.6% | $2,302-53.9% | $2,177-51.2% |
| Participant deferral / active EE | $2,157 | $2,647-18.5% | $3,336-35.3% | $3,514-38.6% |
| Admin fee / account holder | $2,096 | $463+352.8% | $6,420-67.3% | $847+147.5% |