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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,947 |
HAYS FINANCIAL GROUP2 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $23,030 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,760 | $71,050+86.9% | $93,606+41.8% | $80,856+64.2% |
| Participation rate | 92.3% | 60.4%+31.9pp | 68.7%+23.6pp | 67.6%+24.7pp |
| Annual return | 17.06% | 11.26%+5.8pp | 133.20%-116.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $969 | $1,564-38.0% | $2,420-60.0% | $2,755-64.8% |
| Participant deferral / active EE | $6,132 | $4,034+52.0% | $4,411+39.0% | $4,296+42.7% |
| Admin fee / account holder | $418 | $6,945-94.0% | $8,285-95.0% | $6,918-94.0% |