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 |
|---|---|---|
HAYS FINANCIAL GROUP1 year Service code 27 · EIN 41-1931920 | Advisory (Plan) | $25,708 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,465 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,540 | $28,956+22.7% | $71,735-50.5% | $64,808-45.2% |
| Participation rate | 72.9% | 65.2%+7.7pp | 62.3%+10.6pp | 71.5%+1.4pp |
| Annual return | 571.94% | -7.39%+579.3pp | 9.14%+562.8pp | 32.82%+539.1pp |
| Employer contribution / active EE | $1,475 | $1,159+27.3% | $1,704-13.4% | $2,506-41.1% |
| Participant deferral / active EE | $3,238 | $2,686+20.6% | $2,658+21.8% | $4,310-24.9% |
| Admin fee / account holder | $149 | $124+19.6% | $3,974-96.3% | $188-20.8% |