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 3-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 GROUP3+ years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $37,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,859 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,729 | $101,317-49.9% | $146,958-65.5% | $74,495-31.9% |
| Participation rate | 78.9% | 75.5%+3.4pp | 82.2%-3.3pp | 67.2%+11.7pp |
| Annual return | 16.64% | 8730.91%-8714.3pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $3,186 | $3,810-16.4% | $4,933-35.4% | $2,623+21.5% |
| Participant deferral / active EE | $6,637 | $7,303-9.1% | $8,070-17.8% | $4,346+52.7% |
| Admin fee / account holder | $290 | $1,739-83.3% | $12,998-97.8% | $1,942-85.0% |