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 9-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 |
|---|---|---|
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $67,129 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $51,551 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,288 |
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 | $36,188 | $50,982-29.0% | $154,803-76.6% | $85,563-57.7% |
| Participation rate | 91.8% | 59.8%+32.1pp | 78.1%+13.8pp | 66.0%+25.9pp |
| Annual return | 110.93% | 30.35%+80.6pp | 58.88%+52.0pp | 31.51%+79.4pp |
| Employer contribution / active EE | $370 | $1,708-78.3% | $4,305-91.4% | $2,654-86.1% |
| Participant deferral / active EE | $2,890 | $2,474+16.8% | $5,540-47.8% | $4,375-33.9% |
| Admin fee / account holder | $199 | $846-76.4% | $14,329-98.6% | $834-76.1% |