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 5-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 |
|---|---|---|
HNP CAPITAL LLC1 year Service code 15 180 OFFICE PARK WAY · PITTSFORD, NY 14534 | Recordkeeping | $11,740 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,883 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,282 | $58,320-72.1% | $86,436-81.2% | $66,914-75.7% |
| Participation rate | 99.4% | 78.6%+20.9pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | 14.83% | -9.71%+24.5pp | 4394.89%-4380.1pp | 1.58%+13.2pp |
| Employer contribution / active EE | $1,835 | $2,615-29.9% | $3,769-51.3% | $2,544-27.9% |
| Participant deferral / active EE | $4,191 | $6,899-39.3% | $6,952-39.7% | $4,237-1.1% |
| Admin fee / account holder | $110 | $546-79.8% | $6,731-98.4% | $593-81.4% |