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 | $23,231 |
HAYS FINANCIAL GROUP3 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $18,458 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,008 | $99,078-70.7% | $96,544-70.0% | $74,419-61.0% |
| Participation rate | 88.1% | 80.7%+7.5pp | 76.0%+12.2pp | 70.7%+17.4pp |
| Annual return | 20.24% | 22.48%-2.2pp | 25.84%-5.6pp | 34.38%-14.1pp |
| Employer contribution / active EE | $1,545 | $2,570-39.9% | $2,965-47.9% | $2,637-41.4% |
| Participant deferral / active EE | $4,079 | $4,933-17.3% | $4,851-15.9% | $4,528-9.9% |
| Admin fee / account holder | $108 | $225-51.9% | $8,252-98.7% | $348-68.9% |