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 |
|---|---|---|
BELL BANK7 years Service code 15 · EIN 45-0283315 | Recordkeeping | $90,383 |
HAYS FINANCIAL GROUP2 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 26 80 SOUTH 8TH STREET, #700 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $33,049 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,548 | $42,901-14.8% | $91,220-59.9% | $64,808-43.6% |
| Participation rate | 94.4% | 68.1%+26.3pp | 73.2%+21.2pp | 71.5%+23.0pp |
| Annual return | -24.46% | -13.53%-10.9pp | 114.01%-138.5pp | 32.82%-57.3pp |
| Employer contribution / active EE | $1,292 | $1,571-17.7% | $2,850-54.7% | $2,506-48.4% |
| Participant deferral / active EE | $3,287 | $3,501-6.1% | $4,234-22.4% | $4,310-23.7% |
| Admin fee / account holder | $211 | $131+61.2% | $5,420-96.1% | $188+12.5% |