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 | $39,227 |
HAYS FINANCIAL GROUP5 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $31,354 |
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 | $44,907 | $98,727-54.5% | $113,168-60.3% | $85,563-47.5% |
| Participation rate | 86.9% | 80.8%+6.1pp | 76.6%+10.4pp | 66.0%+21.0pp |
| Annual return | 21.54% | 17.43%+4.1pp | 24.27%-2.7pp | 31.51%-10.0pp |
| Employer contribution / active EE | $1,728 | $2,907-40.5% | $2,975-41.9% | $2,654-34.9% |
| Participant deferral / active EE | $4,563 | $5,424-15.9% | $5,107-10.6% | $4,375+4.3% |
| Admin fee / account holder | $176 | $357-50.8% | $12,068-98.5% | $834-79.0% |