See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HAYS FINANCIAL GROUP1 year Filed as: HAYS FINANCIAL GROUP LLC Service code 17 · EIN 41-1931920 | Pension Consulting | $25,296 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $12,543 |
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 | $29,778 | $49,451-39.8% | $79,550-62.6% | $66,914-55.5% |
| Participation rate | 96.5% | 61.3%+35.1pp | 69.5%+27.0pp | 69.8%+26.7pp |
| Annual return | -18.30% | 84.25%-102.6pp | 0.16%-18.5pp | 1.58%-19.9pp |
| Employer contribution / active EE | $913 | $1,266-27.9% | $2,413-62.2% | $2,544-64.1% |
| Participant deferral / active EE | $3,612 | $3,159+14.3% | $3,985-9.4% | $4,237-14.8% |
| Admin fee / account holder | $133 | $595-77.7% | $6,832-98.1% | $593-77.6% |