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 |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $46,526 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $45,553 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 15 · EIN 45-4208939 AND ADMINISTRATORS · RIDGEWOOD, NJ 074515126 | Recordkeeping | $7,032 |
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 | $53,012 | $56,485-6.1% | $185,823-71.5% | $86,799-38.9% |
| Participation rate | 84.4% | 65.5%+19.0pp | 81.7%+2.7pp | 72.3%+12.2pp |
| Annual return | 16.34% | 118.04%-101.7pp | 122.05%-105.7pp | 97.91%-81.6pp |
| Employer contribution / active EE | $1,397 | $1,843-24.2% | $5,167-73.0% | $2,405-41.9% |
| Participant deferral / active EE | $3,963 | $2,553+55.2% | $5,568-28.8% | $4,131-4.1% |
| Admin fee / account holder | $208 | $150+38.8% | $16,237-98.7% | $170+22.4% |