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 |
|---|---|---|
HFG TRUST LLC8 years Service code 15 · EIN 47-5621000 | Recordkeeping | $39,250 |
RANDALL & HURLEY, INC.3 years Filed as: RANDAL & HURLEY, INC Service code 15 · EIN 91-1661080 | Recordkeeping | $15,363 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,440 |
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 | $104,876 | $81,233+29.1% | $155,567-32.6% | $80,874+29.7% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 13.67% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,817 | $3,101-9.1% | $4,674-39.7% | $2,756+2.2% |
| Participant deferral / active EE | $5,576 | $3,452+61.5% | $5,628-0.9% | $4,297+29.8% |
| Admin fee / account holder | $571 | $7,998-92.9% | $15,916-96.4% | $6,935-91.8% |