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 GROUP2 years Filed as: THE HAYS FINANCIAL GROUP LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $41,542 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $28,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,201 | $50,982+29.9% | $154,803-57.2% | $85,563-22.6% |
| Participation rate | 33.5% | 59.8%-26.3pp | 78.1%-44.6pp | 66.0%-32.5pp |
| Annual return | 15.63% | 30.35%-14.7pp | 58.88%-43.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,247 | $1,708-27.0% | $4,305-71.0% | $2,654-53.0% |
| Participant deferral / active EE | $1,949 | $2,474-21.2% | $5,540-64.8% | $4,375-55.5% |
| Admin fee / account holder | $184 | $846-78.3% | $14,329-98.7% | $834-78.0% |