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 9-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 | $28,785 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,236 | $50,815-14.9% | $155,509-72.2% | $77,643-44.3% |
| Participation rate | 57.3% | 63.1%-5.8pp | 78.2%-20.9pp | 70.6%-13.2pp |
| Annual return | 15.95% | 34.80%-18.9pp | 64.67%-48.7pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,540 | $1,993-22.7% | $4,672-67.0% | $2,726-43.5% |
| Participant deferral / active EE | $3,581 | $2,822+26.9% | $5,626-36.3% | $4,647-22.9% |
| Admin fee / account holder | $119 | $437-72.8% | $15,912-99.3% | $430-72.4% |