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 SERVICES4+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $80,530 |
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.
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 | $145,744 | $89,652+62.6% | $141,162+3.2% | $65,185+123.6% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.5%+12.4pp | 70.2%+24.7pp |
| Annual return | 12.98% | 32.79%-19.8pp | 71.39%-58.4pp | 29.38%-16.4pp |
| Employer contribution / active EE | $5,166 | $3,065+68.6% | $4,735+9.1% | $2,177+137.3% |
| Participant deferral / active EE | $5,380 | $5,691-5.5% | $6,709-19.8% | $3,514+53.1% |
| Admin fee / account holder | $443 | $569-22.2% | $10,261-95.7% | $847-47.8% |