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 |
|---|---|---|
HAYS FINANCIAL GROUP2 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $18,687 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $8,058 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,708 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,499 | $64,707-46.7% | $112,228-69.3% | $68,494-49.6% |
| Participation rate | 76.6% | 67.2%+9.5pp | 75.1%+1.6pp | 67.9%+8.7pp |
| Annual return | -17.65% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $6,895 | $2,746+151.1% | $3,635+89.7% | $2,596+165.6% |
| Participant deferral / active EE | $14,776 | $3,565+314.5% | $4,728+212.5% | $4,027+266.9% |
| Admin fee / account holder | $156 | $5,232-97.0% | $6,410-97.6% | $5,403-97.1% |