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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,178 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $14,236 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,698 | $28,956+23.3% | $71,735-50.2% | $64,808-44.9% |
| Participation rate | 76.9% | 65.2%+11.7pp | 62.3%+14.6pp | 71.5%+5.4pp |
| Annual return | -4.21% | -7.39%+3.2pp | 9.14%-13.4pp | 32.82%-37.0pp |
| Employer contribution / active EE | $1,409 | $1,159+21.6% | $1,704-17.3% | $2,506-43.8% |
| Participant deferral / active EE | $2,665 | $2,686-0.8% | $2,658+0.3% | $4,310-38.2% |
| Admin fee / account holder | $164 | $124+32.0% | $3,974-95.9% | $188-12.5% |