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 | $119,446+22.7% | $150,045-2.3% | $85,563+71.3% |
| Participation rate | 87.5% | 75.4%+12.1pp | 82.3%+5.2pp | 66.0%+21.5pp |
| Annual return | 20.56% | 23.72%-3.2pp | 62.55%-42.0pp | 31.51%-11.0pp |
| Employer contribution / active EE | $4,456 | $4,078+9.3% | $4,693-5.1% | $2,654+67.9% |
| Participant deferral / active EE | $15,043 | $7,985+88.4% | $7,997+88.1% | $4,375+243.8% |
| Admin fee / account holder | $256 | $548-53.2% | $13,435-98.1% | $834-69.3% |