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 GROUP1 year Filed as: THE HAYS FINANCIAL GROUP LLC Service code 27 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $6,250 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $555 |
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 | $33,902 | $76,050-55.4% | $96,544-64.9% | $71,457-52.6% |
| Participation rate | 77.3% | 74.4%+2.9pp | 76.0%+1.3pp | 67.9%+9.4pp |
| Annual return | 18.65% | 22.81%-4.2pp | 25.84%-7.2pp | 28.85%-10.2pp |
| Employer contribution / active EE | $306 | $2,244-86.3% | $2,965-89.7% | $2,588-88.2% |
| Participant deferral / active EE | $3,040 | $4,215-27.9% | $4,851-37.3% | $4,289-29.1% |
| Admin fee / account holder | $60 | $2,707-97.8% | $8,252-99.3% | $1,587-96.2% |