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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.
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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC4 years Filed as: HD VEST Service code 15 · EIN 75-2176682 | Recordkeeping | $27,874 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $12,324 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,597 | $88,890-11.6% | $102,423-23.3% | $77,643+1.2% |
| Participation rate | 61.7% | 80.9%-19.2pp | 76.5%-14.8pp | 70.6%-8.9pp |
| Annual return | 13.11% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,640 | $2,698-2.1% | $3,023-12.7% | $2,726-3.1% |
| Participant deferral / active EE | $5,473 | $5,145+6.4% | $5,053+8.3% | $4,647+17.8% |
| Admin fee / account holder | $200 | $235-14.9% | $9,451-97.9% | $430-53.4% |