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 |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 15 · EIN 36-4906731 | Recordkeeping | $67,884 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,105 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,562 | $110,483+32.7% | $145,433+0.8% | $79,634+84.0% |
| Participation rate | 87.5% | 71.1%+16.4pp | 82.1%+5.4pp | 62.5%+25.0pp |
| Annual return | 20.56% | 24.62%-4.1pp | 66.58%-46.0pp | 36.46%-15.9pp |
| Employer contribution / active EE | $4,456 | $4,053+9.9% | $4,554-2.2% | $2,529+76.2% |
| Participant deferral / active EE | $15,043 | $7,216+108.5% | $7,897+90.5% | $3,835+292.3% |
| Admin fee / account holder | $256 | $680-62.3% | $13,129-98.0% | $1,002-74.4% |