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 9-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $20,408 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 99 · EIN 41-1931920 | Other Fees | $9,887 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,359 | $77,503-76.3% | $100,391-81.7% | $80,856-77.3% |
| Participation rate | 93.9% | 76.9%+16.9pp | 81.5%+12.4pp | 67.6%+26.2pp |
| Annual return | 14.24% | 37.20%-23.0pp | 49.20%-35.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,844 | $6,820+15.0% | $8,082-2.9% | $4,296+82.6% |
| Admin fee / account holder | $170 | $5,897-97.1% | $7,899-97.8% | $6,918-97.5% |