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 6-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: HANTZ RETIREMENT PLAN SOLUTIONS LLC Service code 27 · EIN 87-0849379 | Advisory (Plan) | $26,727 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,133 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,815 | $59,402-54.9% | $93,654-71.4% | $74,546-64.0% |
| Participation rate | 69.1% | 59.7%+9.4pp | 68.7%+0.4pp | 67.2%+1.9pp |
| Annual return | 12.46% | 81.86%-69.4pp | 133.34%-120.9pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,074 | $1,265-15.1% | $2,421-55.6% | $2,624-59.1% |
| Participant deferral / active EE | $1,850 | $3,049-39.3% | $4,413-58.1% | $4,347-57.4% |
| Admin fee / account holder | $306 | $3,023-89.9% | $8,282-96.3% | $1,944-84.2% |