See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HBK CPAS & CONSULTANTS1+ years Filed as: HBK SORCE ADVISORY Service code 27 · EIN 34-1925728 | Advisory (Plan) | $15,020 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,240 | $47,126-57.1% | $149,673-86.5% | $74,419-72.8% |
| Participation rate | 43.4% | 63.4%-20.0pp | 78.8%-35.4pp | 70.7%-27.3pp |
| Annual return | 41.22% | 22.75%+18.5pp | 134.42%-93.2pp | 34.38%+6.8pp |
| Employer contribution / active EE | $1,143 | $1,905-40.0% | $4,818-76.3% | $2,637-56.6% |
| Participant deferral / active EE | $1,896 | $2,728-30.5% | $5,680-66.6% | $4,528-58.1% |
| Admin fee / account holder | $165 | $343-51.8% | $13,210-98.7% | $348-52.5% |