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 10-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 |
|---|---|---|
HK FINANCIAL SERVICES3+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $78,794 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,962 | $73,102+83.3% | $123,544+8.4% | $56,287+138.0% |
| Participation rate | 97.9% | 74.3%+23.5pp | 82.3%+15.6pp | 69.9%+28.0pp |
| Annual return | 1.07% | 3.01%-1.9pp | 119.20%-118.1pp | -9.96%+11.0pp |
| Employer contribution / active EE | $5,482 | $2,977+84.1% | $4,628+18.5% | $2,111+159.7% |
| Participant deferral / active EE | $5,110 | $5,423-5.8% | $6,426-20.5% | $3,350+52.5% |
| Admin fee / account holder | $452 | $554-18.4% | $9,284-95.1% | $521-13.3% |