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: HAYS COMPANIES Service code 27 · EIN 41-1784898 | Advisory (Plan) | $37,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,006 |
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 | $90,238 | $63,905+41.2% | $74,183+21.6% | $57,658+56.5% |
| Participation rate | 97.3% | 79.8%+17.5pp | 76.6%+20.7pp | 70.2%+27.1pp |
| Annual return | 8.07% | 60.60%-52.5pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $830 | $1,840-54.9% | $2,370-65.0% | $1,974-58.0% |
| Participant deferral / active EE | $5,274 | $3,448+52.9% | $3,550+48.6% | $3,061+72.3% |
| Admin fee / account holder | $137 | $91+50.1% | $5,586-97.6% | $95+44.6% |