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 |
|---|---|---|
HANTZ FINANCIAL SERVICES INC6+ years Service code 55 · EIN 38-3431708 | Other Commissions | $2,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,506 | $49,227-46.2% | $70,449-62.4% | $79,858-66.8% |
| Participation rate | 34.5% | 69.2%-34.7pp | 75.1%-40.6pp | 69.6%-35.2pp |
| Annual return | 15.39% | 30.06%-14.7pp | 109.03%-93.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,485 | $2,768-46.3% | $3,709-60.0% | $3,740-60.3% |
| Admin fee / account holder | $7 | $2,878-99.8% | $3,845-99.8% | $5,306-99.9% |