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 Service code 27 · EIN 41-1931920 | Advisory (Plan) | $40,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,300 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,520 | $36,806+21.0% | $69,647-36.1% | $77,643-42.7% |
| Participation rate | 71.5% | 64.4%+7.2pp | 66.5%+5.1pp | 70.6%+1.0pp |
| Annual return | 12.89% | 38.81%-25.9pp | 100.48%-87.6pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,597 | $1,257+27.1% | $1,712-6.7% | $2,726-41.4% |
| Participant deferral / active EE | $3,191 | $2,738+16.5% | $2,886+10.6% | $4,647-31.3% |
| Admin fee / account holder | $217 | $507-57.2% | $4,713-95.4% | $430-49.6% |