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 | $40,609 |
HILLTOP SECURITIES INC.4 years Filed as: HILLTOP SECURITIES, INC Service code 22 | Insurance Broker | $15,792 |
HILLTOP SECURITIES INC.5 years Service code 22 · EIN 75-1653811 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,707 | $49,451+16.7% | $79,550-27.5% | $66,914-13.8% |
| Participation rate | 67.3% | 61.3%+6.0pp | 69.5%-2.2pp | 69.8%-2.5pp |
| Annual return | -14.02% | 84.25%-98.3pp | 0.16%-14.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,539 | $1,266+21.6% | $2,413-36.2% | $2,544-39.5% |
| Participant deferral / active EE | $3,371 | $3,159+6.7% | $3,985-15.4% | $4,237-20.4% |
| Admin fee / account holder | $305 | $595-48.6% | $6,832-95.5% | $593-48.5% |