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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.
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| Provider | Service type | Compensation |
|---|---|---|
HBK CPAS & CONSULTANTS9+ years Filed as: HBK SORCE FINANCIAL, LLC Service code 26 · EIN 34-1925728 | Advisory (Participants) | $32,855 |
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $28,457 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,550 | $41,078+13.3% | $80,569-42.2% | $71,457-34.9% |
| Participation rate | 95.8% | 50.2%+45.6pp | 67.0%+28.8pp | 67.9%+27.9pp |
| Annual return | 14.76% | 38.45%-23.7pp | 935.43%-920.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,193 | $1,506+45.7% | $2,723-19.5% | $2,588-15.3% |
| Participant deferral / active EE | $4,161 | $2,699+54.2% | $4,447-6.4% | $4,289-3.0% |
| Admin fee / account holder | $332 | $1,840-82.0% | $5,377-93.8% | $1,587-79.1% |