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 4-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 |
|---|---|---|
HILLTOP SECURITIES INC.1 year Filed as: HILLTOP SECURITIES INC Service code 26 · EIN 75-1382137 | Advisory (Participants) | $8,361 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,984 |
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 | $33,980 | $50,820-33.1% | $155,567-78.2% | $77,671-56.3% |
| Participation rate | 22.6% | 63.1%-40.5pp | 78.2%-55.6pp | 70.6%-48.0pp |
| Annual return | 18.59% | 34.85%-16.3pp | 64.74%-46.1pp | 31.21%-12.6pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,580 | $2,823-44.0% | $5,628-71.9% | $4,648-66.0% |
| Admin fee / account holder | $338 | $436-22.4% | $15,916-97.9% | $430-21.4% |