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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HAYS FINANCIAL GROUP2 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $41,754 |
ADP BROKER-DEALER7 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,080 |
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 | $83,082 | $98,727-15.8% | $113,168-26.6% | $85,563-2.9% |
| Participation rate | 63.1% | 80.8%-17.8pp | 76.6%-13.5pp | 66.0%-2.9pp |
| Annual return | 22.94% | 17.43%+5.5pp | 24.27%-1.3pp | 31.51%-8.6pp |
| Employer contribution / active EE | $2,890 | $2,907-0.6% | $2,975-2.9% | $2,654+8.9% |
| Participant deferral / active EE | $5,794 | $5,424+6.8% | $5,107+13.4% | $4,375+32.4% |
| Admin fee / account holder | $207 | $357-42.0% | $12,068-98.3% | $834-75.2% |