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 & CONSULTANTS8+ years Filed as: HBK SORCE FINANCIAL, LLC Service code 26 · EIN 34-1925728 | Advisory (Participants) | $33,118 |
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $29,753 |
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 | $38,828 | $37,393+3.8% | $77,024-49.6% | $66,914-42.0% |
| Participation rate | 95.2% | 52.9%+42.3pp | 67.9%+27.3pp | 69.8%+25.4pp |
| Annual return | -17.24% | -3.29%-14.0pp | 42.32%-59.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,919 | $1,531+90.7% | $2,812+3.8% | $2,544+14.7% |
| Participant deferral / active EE | $4,320 | $2,617+65.1% | $4,426-2.4% | $4,237+2.0% |
| Admin fee / account holder | $345 | $567-39.1% | $5,425-93.6% | $593-41.8% |