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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.
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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 Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $42,573 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,536 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,147 | $89,808+5.9% | $100,391-5.2% | $77,643+22.5% |
| Participation rate | 77.1% | 81.2%-4.1pp | 81.5%-4.3pp | 70.6%+6.6pp |
| Annual return | 13.81% | 20.62%-6.8pp | 49.20%-35.4pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,433 | $3,039+13.0% | $3,942-12.9% | $2,726+26.0% |
| Participant deferral / active EE | $7,683 | $8,284-7.3% | $8,082-4.9% | $4,647+65.3% |
| Admin fee / account holder | $124 | $174-28.8% | $7,899-98.4% | $430-71.1% |