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 & CONSULTANTS6+ years Filed as: HBK SORCE FINANCIAL, LLC Service code 26 · EIN 34-1925728 | Advisory (Participants) | $42,063 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $31,220 |
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.
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 | $46,215 | $43,133+7.1% | $89,391-48.3% | $73,488-37.1% |
| Participation rate | 99.4% | 55.0%+44.5pp | 68.0%+31.4pp | 70.7%+28.7pp |
| Annual return | 11.25% | 135.66%-124.4pp | 245.62%-234.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $897 | $1,438-37.6% | $2,586-65.3% | $2,270-60.5% |
| Participant deferral / active EE | $3,954 | $2,445+61.7% | $3,890+1.6% | $3,740+5.7% |
| Admin fee / account holder | $354 | $444-20.2% | $4,881-92.7% | $513-31.0% |