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 | $42,018 |
HILLTOP SECURITIES INC.1 year Filed as: HILLTOP SECURITIES, INC. Service code 22 | Insurance Broker | $15,446 |
HILLTOP SECURITIES INC.6 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,812 | $54,701+20.3% | $86,188-23.6% | $71,457-7.9% |
| Participation rate | 67.3% | 60.1%+7.2pp | 69.0%-1.7pp | 67.9%-0.6pp |
| Annual return | 15.43% | 20.06%-4.6pp | 1168.45%-1153.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,542 | $1,265+21.9% | $2,380-35.2% | $2,588-40.4% |
| Participant deferral / active EE | $3,341 | $3,108+7.5% | $3,985-16.2% | $4,289-22.1% |
| Admin fee / account holder | $342 | $1,922-82.2% | $6,852-95.0% | $1,587-78.5% |