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 & CONSULTANTS2+ years Filed as: HBK SORCE ADVISORY Service code 27 · EIN 34-1925728 | Advisory (Plan) | $22,219 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $18,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,254 | $50,815-46.4% | $155,509-82.5% | $77,643-64.9% |
| Participation rate | 36.4% | 63.1%-26.7pp | 78.2%-41.8pp | 70.6%-34.2pp |
| Annual return | 14.35% | 34.80%-20.5pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,171 | $1,993-41.2% | $4,672-74.9% | $2,726-57.0% |
| Participant deferral / active EE | $1,818 | $2,822-35.6% | $5,626-67.7% | $4,647-60.9% |
| Admin fee / account holder | $228 | $437-47.9% | $15,912-98.6% | $430-47.1% |