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 3-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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,915 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $32,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,576 | $50,815-49.7% | $155,509-83.6% | $77,643-67.1% |
| Participation rate | 59.5% | 63.1%-3.6pp | 78.2%-18.7pp | 70.6%-11.1pp |
| Annual return | 12.82% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $287 | $1,993-85.6% | $4,672-93.8% | $2,726-89.5% |
| Participant deferral / active EE | $2,277 | $2,822-19.3% | $5,626-59.5% | $4,647-51.0% |
| Admin fee / account holder | $164 | $437-62.5% | $15,912-99.0% | $430-61.9% |