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 |
|---|---|---|
HDH ADVISORS LLC5 years Filed as: HDH ADVISORS, LLP Service code 34 · EIN 26-0734074 1601 22ND ST STE 305 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $12,500 |
MARTENS & COMPANY, CPA, LLP8+ years Service code 10 · EIN 59-3823192 4949 PLEASANT ST STE 104 · WEST DES MOINES, IA 50266 | Accounting | $10,600 |
JOE ROBERTS5 years Service code 34 · EIN 41-8880797 1422 RIVER PINE DR · COLLIERVILLE, TN 38017 | Valuation (appraisals, etc.) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,111 | $76,670-50.3% | $96,683-60.6% | $71,457-46.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 1.33% | 48.29%-47.0pp | 35.69%-34.4pp | 28.85%-27.5pp |
| Employer contribution / active EE | $2,711 | $3,031-10.6% | $3,737-27.5% | $2,588+4.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $49 | $2,028-97.6% | $6,730-99.3% | $1,587-96.9% |