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 7-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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $21,525 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $16,769 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,860 | $51,447-24.5% | $104,607-62.9% | $73,409-47.1% |
| Participation rate | 88.1% | 68.2%+19.9pp | 74.1%+14.1pp | 72.2%+16.0pp |
| Annual return | 12.00% | 25.06%-13.1pp | 340.46%-328.5pp | 59.29%-47.3pp |
| Employer contribution / active EE | $1,172 | $1,441-18.6% | $2,681-56.3% | $2,234-47.5% |
| Participant deferral / active EE | $3,092 | $3,058+1.1% | $3,740-17.3% | $3,805-18.7% |
| Admin fee / account holder | $75 | $122-38.9% | $6,473-98.8% | $158-52.8% |