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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HAYS FINANCIAL GROUP3 years Filed as: HAYS FINANCIAL GROUP LLC Service code 17 · EIN 41-1931920 | Pension Consulting | $57,629 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $19,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,263 | $88,083+138.7% | $164,813+27.6% | $74,495+182.3% |
| Participation rate | 55.5% | 73.0%-17.5pp | 78.6%-23.1pp | 67.2%-11.7pp |
| Annual return | 13.19% | 17.26%-4.1pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $4,480 | $2,593+72.8% | $4,341+3.2% | $2,623+70.8% |
| Participant deferral / active EE | $5,932 | $4,498+31.9% | $6,031-1.6% | $4,346+36.5% |
| Admin fee / account holder | $412 | $2,234-81.6% | $12,690-96.8% | $1,942-78.8% |