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 GROUP4 years Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $35,049 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $33,542 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,801 | $66,098-17.1% | $101,794-46.2% | $74,304-26.2% |
| Participation rate | 94.9% | 53.8%+41.1pp | 69.2%+25.7pp | 60.3%+34.5pp |
| Annual return | 14.46% | 19.59%-5.1pp | 30.53%-16.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $783 | $1,082-27.6% | $2,289-65.8% | $2,241-65.1% |
| Participant deferral / active EE | $3,971 | $2,781+42.8% | $4,084-2.8% | $3,767+5.4% |
| Admin fee / account holder | $231 | $4,146-94.4% | $8,777-97.4% | $2,969-92.2% |