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 LLC2 years Service code 15 · EIN 81-0710574 180 OFFICE PARK WAY · PITTSFORD, NY 14534 | Recordkeeping | $18,624 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,756 |
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 | $28,566 | $69,477-58.9% | $94,646-69.8% | $71,457-60.0% |
| Participation rate | 98.7% | 78.4%+20.3pp | 80.8%+17.9pp | 67.9%+30.8pp |
| Annual return | 38.46% | 29.66%+8.8pp | 156.71%-118.3pp | 28.85%+9.6pp |
| Employer contribution / active EE | $2,439 | $2,853-14.5% | $3,672-33.6% | $2,588-5.8% |
| Participant deferral / active EE | $5,759 | $7,345-21.6% | $7,418-22.4% | $4,289+34.3% |
| Admin fee / account holder | $280 | $1,210-76.8% | $7,231-96.1% | $1,587-82.3% |