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: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $31,075 |
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 5905 E GALBRAITH RD · CINCINNATI, OH 45236 | Advisory (Plan) | $20,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,183 | $106,028-58.3% | $146,958-69.9% | $77,643-43.1% |
| Participation rate | 92.2% | 78.4%+13.9pp | 82.2%+10.1pp | 70.6%+21.7pp |
| Annual return | 15.99% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $925 | $4,063-77.2% | $4,933-81.2% | $2,726-66.1% |
| Participant deferral / active EE | $7,591 | $7,990-5.0% | $8,070-5.9% | $4,647+63.3% |
| Admin fee / account holder | $150 | $337-55.4% | $12,998-98.8% | $430-65.1% |