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 |
|---|---|---|
HAYS FINANCIAL GROUP4+ years Filed as: HAYS COMPANIES Service code 70 · EIN 41-1784898 | Consulting Fees | $93,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,839 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,197 | $88,874-52.5% | $123,544-65.8% | $75,289-44.0% |
| Participation rate | 83.6% | 75.9%+7.7pp | 82.3%+1.3pp | 72.4%+11.2pp |
| Annual return | -9.82% | 4.22%-14.0pp | 119.20%-129.0pp | -0.04%-9.8pp |
| Employer contribution / active EE | $2,214 | $3,256-32.0% | $4,628-52.2% | $2,405-7.9% |
| Participant deferral / active EE | $7,341 | $6,174+18.9% | $6,426+14.2% | $3,739+96.4% |
| Admin fee / account holder | $134 | $95+41.7% | $9,284-98.6% | $102+30.9% |