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 |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $19,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,943 |
WEAVER AND TIDWELL, LLP5 years Service code 10 · EIN 75-0786316 | Accounting | $11,042 |
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 16 · EIN 36-4906731 | Consulting | $10,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,151 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,354 | $185,342-61.0% | $111,297-35.0% | $86,799-16.6% |
| Participation rate | 55.2% | 81.0%-25.8pp | 77.3%-22.1pp | 72.3%-17.1pp |
| Annual return | 13.37% | 500.80%-487.4pp | 54.65%-41.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $333 | $2,246-85.2% | $2,731-87.8% | $2,405-86.2% |
| Participant deferral / active EE | $2,929 | $4,458-34.3% | $4,487-34.7% | $4,131-29.1% |
| Admin fee / account holder | $83 | $255-67.7% | $7,964-99.0% | $170-51.3% |