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 | $72,793 |
HAYS FINANCIAL GROUP3 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $17,742 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP Service code 99 | Other Fees | $1,789 |
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 | $19,439 | $31,038-37.4% | $65,255-70.2% | $74,419-73.9% |
| Participation rate | 91.7% | 66.9%+24.7pp | 65.0%+26.7pp | 70.7%+20.9pp |
| Annual return | 31.84% | 38.60%-6.8pp | 47.35%-15.5pp | 34.38%-2.5pp |
| Employer contribution / active EE | $1,517 | $1,188+27.7% | $1,691-10.3% | $2,637-42.5% |
| Participant deferral / active EE | $1,704 | $2,792-38.9% | $2,831-39.8% | $4,528-62.4% |
| Admin fee / account holder | $117 | $299-60.9% | $4,112-97.2% | $348-66.4% |