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 STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $11,924 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,037 |
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 | $37,472 | $79,171-52.7% | $102,423-63.4% | $74,495-49.7% |
| Participation rate | 74.0% | 74.8%-0.8pp | 76.5%-2.5pp | 67.2%+6.8pp |
| Annual return | 12.39% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $344 | $2,362-85.4% | $3,023-88.6% | $2,623-86.9% |
| Participant deferral / active EE | $3,395 | $4,415-23.1% | $5,053-32.8% | $4,346-21.9% |
| Admin fee / account holder | $139 | $2,001-93.1% | $9,451-98.5% | $1,942-92.9% |