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 7-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 |
|---|---|---|
HK FINANCIAL SERVICES2+ years Filed as: HONKAMP KRUEGER FINANCIAL SERVICES Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $5,300 |
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 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 | $28,473 | $62,928-54.8% | $172,739-83.5% | $67,579-57.9% |
| Participation rate | 19.5% | 64.5%-44.9pp | 82.6%-63.1pp | 71.3%-51.8pp |
| Annual return | 19.31% | 30.36%-11.0pp | 802.84%-783.5pp | 378.56%-359.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $677 | $2,145-68.4% | $5,198-87.0% | $3,539-80.9% |
| Admin fee / account holder | $301 | $167+80.4% | $13,954-97.8% | $142+111.2% |