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 INC8+ years Service code 55 · EIN 38-3431708 | Other Commissions | $2,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $357 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,559 | $42,894-52.1% | $60,874-66.2% | $68,494-70.0% |
| Participation rate | 38.6% | 66.8%-28.2pp | 73.1%-34.5pp | 67.9%-29.3pp |
| Annual return | -13.23% | -13.98%+0.7pp | 16.90%-30.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $377 | $1,978-80.9% | $2,701-86.0% | $2,596-85.5% |
| Participant deferral / active EE | $2,165 | $2,867-24.5% | $3,817-43.3% | $4,027-46.2% |
| Admin fee / account holder | $8 | $3,101-99.7% | $3,224-99.8% | $5,403-99.9% |