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 |
|---|---|---|
HK FINANCIAL SERVICES5+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $81,385 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,575 | $66,601-15.1% | $92,893-39.1% | $67,579-16.3% |
| Participation rate | 87.5% | 72.5%+15.0pp | 76.0%+11.4pp | 71.3%+16.2pp |
| Annual return | 21.70% | 92.58%-70.9pp | 109.41%-87.7pp | 378.56%-356.9pp |
| Employer contribution / active EE | $719 | $2,775-74.1% | $3,653-80.3% | $2,148-66.5% |
| Participant deferral / active EE | $1,172 | $3,157-62.9% | $4,236-72.3% | $3,539-66.9% |
| Admin fee / account holder | $313 | $199+57.2% | $5,794-94.6% | $142+119.7% |