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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,690 |
HAYS FINANCIAL GROUP2 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $18,110 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,781 | $72,254-68.5% | $86,677-73.7% | $64,808-64.8% |
| Participation rate | 87.6% | 80.4%+7.2pp | 76.6%+11.1pp | 71.5%+16.2pp |
| Annual return | -16.35% | 392.42%-408.8pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,325 | $2,393-44.6% | $2,836-53.3% | $2,506-47.1% |
| Participant deferral / active EE | $3,852 | $4,658-17.3% | $4,656-17.3% | $4,310-10.6% |
| Admin fee / account holder | $113 | $174-35.3% | $7,493-98.5% | $188-40.1% |