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 |
|---|---|---|
HBK CPAS & CONSULTANTS3+ years Filed as: HBK SORCE FINANCIAL, LLC Service code 26 · EIN 34-1925728 | Advisory (Participants) | $35,827 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,421 | $36,767+20.8% | $81,478-45.5% | $62,292-28.7% |
| Participation rate | 93.0% | 54.4%+38.6pp | 68.0%+25.1pp | 69.5%+23.5pp |
| Annual return | 17.33% | 173.80%-156.5pp | 38.78%-21.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,960 | $1,128+73.7% | $2,568-23.7% | $2,042-4.0% |
| Participant deferral / active EE | $3,769 | $2,111+78.6% | $3,537+6.6% | $3,169+18.9% |
| Admin fee / account holder | $328 | $797-58.8% | $4,561-92.8% | $479-31.5% |