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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,056 |
HILLTOP SECURITIES INC.2 years Filed as: HILLTOP SECURITIES, INC Service code 22 | Insurance Broker | $18,408 |
HILLTOP SECURITIES INC.3 years Service code 22 · EIN 76-1653811 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,772 | $54,573+20.5% | $90,951-27.7% | $73,488-10.5% |
| Participation rate | 62.4% | 61.2%+1.2pp | 69.0%-6.6pp | 70.7%-8.3pp |
| Annual return | 13.71% | 16.69%-3.0pp | 134.60%-120.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,529 | $991+54.3% | $2,122-27.9% | $2,270-32.6% |
| Participant deferral / active EE | $3,459 | $2,517+37.4% | $3,373+2.6% | $3,740-7.5% |
| Admin fee / account holder | $292 | $521-44.0% | $5,959-95.1% | $513-43.1% |