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 |
|---|---|---|
HPM PARTNERS3 years Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $70,241 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,992 |
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 | $85,426 | $61,058+39.9% | $71,209+20.0% | $85,563-0.2% |
| Participation rate | 97.0% | 58.6%+38.5pp | 73.8%+23.3pp | 66.0%+31.1pp |
| Annual return | 18.44% | 100.41%-82.0pp | 282.51%-264.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,397 | $2,199-36.5% | $2,721-48.7% | $2,654-47.4% |
| Participant deferral / active EE | $7,380 | $3,173+132.6% | $4,175+76.8% | $4,375+68.7% |
| Admin fee / account holder | $329 | $855-61.5% | $5,349-93.8% | $834-60.5% |