Filed March 23, 2026 (most recent of 3 filings on file)
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 GROUP4 years Service code 16 · EIN 41-1931920 | Consulting | $50,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $41,224 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $19,333 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,367 | $145,877-49.0% | $150,045-50.4% | $102,872-27.7% |
| Participation rate | 82.7% | 79.8%+2.9pp | 82.3%+0.4pp | 73.0%+9.7pp |
| Annual return | 17.28% | 21.37%-4.1pp | 62.55%-45.3pp | 19.06%-1.8pp |
| Employer contribution / active EE | $3,035 | $4,710-35.6% | $4,693-35.3% | $3,526-13.9% |
| Participant deferral / active EE | $4,517 | $9,491-52.4% | $7,997-43.5% | $5,535-18.4% |
| Admin fee / account holder | $79 | $176-55.1% | $13,435-99.4% | $292-73.0% |