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 |
|---|---|---|
HHM CPAS4 years Service code 10 1755 KIRBY PARKWAY · MEMPHIS, TN 38120 | Accounting | $18,000 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,827 | $67,984+98.3% | $65,493+105.9% | $74,304+81.5% |
| Participation rate | 24.7% | 66.3%-41.7pp | 73.1%-48.4pp | 60.3%-35.7pp |
| Annual return | 14.75% | 19.87%-5.1pp | 982.45%-967.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $743 | $3,346-77.8% | $3,961-81.2% | $3,767-80.3% |
| Admin fee / account holder | $318 | $1,373-76.9% | $5,028-93.7% | $2,969-89.3% |