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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $30,364 |
HAYS FINANCIAL GROUP1+ years Filed as: HAYS COMPANIES Service code 27 · EIN 41-1784898 | Advisory (Plan) | $28,282 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,685 | $72,770-55.1% | $67,652-51.7% | $55,191-40.8% |
| Participation rate | 96.2% | 78.8%+17.4pp | 75.7%+20.5pp | 69.2%+27.0pp |
| Annual return | 0.30% | -3.26%+3.6pp | 6625.04%-6624.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $586 | $1,769-66.9% | $2,266-74.1% | $1,899-69.1% |
| Participant deferral / active EE | $2,423 | $3,408-28.9% | $3,560-31.9% | $3,046-20.5% |
| Admin fee / account holder | $67 | $79-14.8% | $4,821-98.6% | $91-26.0% |