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 SERVICES5+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $76,245 |
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 | $137,678 | $99,957+37.7% | $149,696-8.0% | $73,488+87.3% |
| Participation rate | 94.4% | 75.7%+18.7pp | 82.5%+11.9pp | 70.7%+23.7pp |
| Annual return | 8.39% | 53.87%-45.5pp | 276.60%-268.2pp | 28.51%-20.1pp |
| Employer contribution / active EE | $4,971 | $3,191+55.8% | $4,644+7.0% | $2,270+119.0% |
| Participant deferral / active EE | $5,567 | $6,073-8.3% | $6,842-18.6% | $3,740+48.9% |
| Admin fee / account holder | $350 | $551-36.5% | $9,309-96.2% | $513-31.9% |