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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,240 |
HAYS BENEFITS GROUP, LLC.1 year Service code 27 · EIN 41-1798583 | Advisory (Plan) | $15,286 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,046 | $155,795-81.4% | $136,294-78.7% | $69,631-58.3% |
| Participation rate | 94.7% | 75.2%+19.4pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 14.52% | 232464.33%-232449.8pp | 5155.94%-5141.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $663 | $2,991-77.8% | $4,695-85.9% | $2,032-67.4% |
| Participant deferral / active EE | $3,430 | $5,394-36.4% | $6,247-45.1% | $3,224+6.4% |
| Admin fee / account holder | $206 | $128+60.7% | $9,243-97.8% | $110+86.6% |