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 SERVICES7+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $100,251 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,842 | $82,202+48.2% | $125,339-2.8% | $64,808+88.0% |
| Participation rate | 96.0% | 77.9%+18.2pp | 82.4%+13.7pp | 71.5%+24.6pp |
| Annual return | -16.28% | 3.48%-19.8pp | 572.05%-588.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $4,586 | $3,615+26.9% | $4,814-4.7% | $2,506+83.0% |
| Participant deferral / active EE | $6,150 | $7,175-14.3% | $7,446-17.4% | $4,310+42.7% |
| Admin fee / account holder | $338 | $163+106.9% | $10,010-96.6% | $188+79.8% |