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 | $52,519 |
HAYS FINANCIAL GROUP2 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $33,782 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,889 | $88,890-61.9% | $102,423-66.9% | $77,643-56.4% |
| Participation rate | 90.8% | 80.9%+9.9pp | 76.5%+14.3pp | 70.6%+20.2pp |
| Annual return | 13.18% | 24.98%-11.8pp | 29.32%-16.1pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,079 | $2,698-60.0% | $3,023-64.3% | $2,726-60.4% |
| Participant deferral / active EE | $4,845 | $5,145-5.8% | $5,053-4.1% | $4,647+4.3% |
| Admin fee / account holder | $194 | $235-17.6% | $9,451-97.9% | $430-54.9% |