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 GROUP5 years Service code 26 · EIN 04-3046611 901 MARQUETTE AVE · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $50,589 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $32,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,514 | $49,915+47.3% | $154,803-52.5% | $74,304-1.1% |
| Participation rate | 98.2% | 54.0%+44.2pp | 78.1%+20.1pp | 60.3%+37.8pp |
| Annual return | 20.32% | 34.06%-13.7pp | 58.88%-38.6pp | 29.43%-9.1pp |
| Employer contribution / active EE | $4,425 | $1,611+174.7% | $4,305+2.8% | $2,241+97.5% |
| Participant deferral / active EE | $12,180 | $2,255+440.2% | $5,540+119.8% | $3,767+223.3% |
| Admin fee / account holder | $263 | $2,189-88.0% | $14,329-98.2% | $2,969-91.1% |