See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $63,369 |
HAYS FINANCIAL GROUP3 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $51,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,116 | $58,644-65.7% | $177,989-88.7% | $199,593-89.9% |
| Participation rate | 37.3% | 65.5%-28.1pp | 77.1%-39.7pp | 72.0%-34.6pp |
| Annual return | 16.69% | 19.25%-2.6pp | 294.48%-277.8pp | 34.25%-17.6pp |
| Employer contribution / active EE | $762 | $1,801-57.7% | $3,949-80.7% | $3,034-74.9% |
| Participant deferral / active EE | $1,940 | $4,248-54.3% | $6,276-69.1% | $5,087-61.9% |
| Admin fee / account holder | $201 | $145+38.4% | $10,363-98.1% | $269-25.2% |