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: THE HAYS FINANCIAL GROUP, LLC Service code 28 · EIN 41-1931920 | Investment Management | $37,088 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,566 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,766 | $59,054-14.0% | $97,226-47.8% | $77,643-34.6% |
| Participation rate | 95.4% | 67.9%+27.5pp | 72.7%+22.7pp | 70.6%+24.8pp |
| Annual return | 19.24% | 16.96%+2.3pp | 75.13%-55.9pp | 31.24%-12.0pp |
| Employer contribution / active EE | $1,151 | $1,742-33.9% | $2,729-57.8% | $2,726-57.8% |
| Participant deferral / active EE | $3,894 | $3,930-0.9% | $4,264-8.7% | $4,647-16.2% |
| Admin fee / account holder | $123 | $346-64.3% | $5,654-97.8% | $430-71.3% |