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 3-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 |
|---|---|---|
HPM PARTNERS1 year Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $47,348 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,469 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,958 | $61,156+66.7% | $185,823-45.1% | $79,386+28.4% |
| Participation rate | 78.2% | 66.6%+11.6pp | 81.7%-3.5pp | 70.7%+7.5pp |
| Annual return | 9.97% | 19.45%-9.5pp | 122.05%-112.1pp | 116.85%-106.9pp |
| Employer contribution / active EE | $1,195 | $2,321-48.5% | $5,167-76.9% | $2,427-50.8% |
| Participant deferral / active EE | $4,530 | $2,789+62.5% | $5,568-18.6% | $4,046+12.0% |
| Admin fee / account holder | $360 | $710-49.3% | $16,237-97.8% | $626-42.6% |