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 | $33,159 |
HAYS FINANCIAL GROUP4 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $25,048 |
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 | $34,203 | $88,890-61.5% | $102,423-66.6% | $77,643-55.9% |
| Participation rate | 87.5% | 80.9%+6.6pp | 76.5%+11.0pp | 70.6%+17.0pp |
| Annual return | 15.35% | 24.98%-9.6pp | 29.32%-14.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,546 | $2,698-42.7% | $3,023-48.8% | $2,726-43.3% |
| Participant deferral / active EE | $4,222 | $5,145-17.9% | $5,053-16.4% | $4,647-9.1% |
| Admin fee / account holder | $144 | $235-38.6% | $9,451-98.5% | $430-66.4% |