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 6-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 | $32,743 |
HAYS FINANCIAL GROUP1 year Service code 27 · EIN 41-1931920 | Advisory (Plan) | $29,111 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,946 | $55,441-42.4% | $76,002-58.0% | $77,671-58.9% |
| Participation rate | 36.6% | 63.6%-27.0pp | 69.1%-32.4pp | 70.6%-33.9pp |
| Annual return | 15.95% | 17.08%-1.1pp | 360.07%-344.1pp | 31.21%-15.3pp |
| Employer contribution / active EE | $1,016 | $1,789-43.2% | $2,688-62.2% | $2,726-62.8% |
| Participant deferral / active EE | $1,921 | $3,451-44.3% | $4,257-54.9% | $4,648-58.7% |
| Admin fee / account holder | $299 | $407-26.4% | $6,414-95.3% | $430-30.4% |