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 GROUP3 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 99 · EIN 41-1931920 | Other Fees | $22,661 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,965 | $87,870-45.4% | $113,168-57.6% | $74,304-35.4% |
| Participation rate | 98.4% | 70.7%+27.7pp | 76.6%+21.9pp | 60.3%+38.1pp |
| Annual return | 14.42% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,006 | $2,277-11.9% | $2,975-32.6% | $2,241-10.5% |
| Participant deferral / active EE | $3,194 | $4,241-24.7% | $5,107-37.4% | $3,767-15.2% |
| Admin fee / account holder | $36 | $3,368-98.9% | $12,068-99.7% | $2,969-98.8% |