See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HK FINANCIAL SERVICES1 year Filed as: HONKAMP,P.C. Service code 10 · EIN 42-0946155 2345JFKROAD · DUBUQUE, IA 52002 | Accounting | $46,225 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,796 | $49,693+205.5% | $70,515+115.3% | $74,419+104.0% |
| Participation rate | 84.7% | 64.7%+20.1pp | 68.3%+16.4pp | 70.7%+14.0pp |
| Annual return | 18.86% | 21.22%-2.4pp | 32.77%-13.9pp | 34.38%-15.5pp |
| Employer contribution / active EE | $2,267 | $1,773+27.9% | $2,973-23.7% | $2,637-14.0% |
| Participant deferral / active EE | $6,503 | $3,376+92.6% | $4,567+42.4% | $4,528+43.6% |
| Admin fee / account holder | $63 | $316-79.9% | $6,412-99.0% | $348-81.8% |