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 10-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 |
|---|---|---|
HAYS FINANCIAL GROUP3+ years Filed as: HAYS COMPANIES Service code 16 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $22,366 |
Filed as: MANSPERGER PATTERSON & MCMULLIN, PL Service code 10 1222 E. BASELINE ROAD STE 200 · TEMPE, AZ 85283 | Accounting | $5,625 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,420 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,337 | $73,102+27.7% | $123,544-24.5% | $56,287+65.8% |
| Participation rate | 98.5% | 74.3%+24.1pp | 82.3%+16.2pp | 69.9%+28.6pp |
| Annual return | -7.37% | 3.01%-10.4pp | 119.20%-126.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $3,599 | $2,977+20.9% | $4,628-22.2% | $2,111+70.5% |
| Participant deferral / active EE | $8,163 | $5,423+50.5% | $6,426+27.0% | $3,350+143.7% |
| Admin fee / account holder | $188 | $554-66.1% | $9,284-98.0% | $521-64.0% |