See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS2, LLC Service code 99 | Other Fees | $34,576 |
Filed as: HAUSER RETIREMENT SOLUTIONS Service code 99 · EIN 36-4906731 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,347 | $129,021-59.4% | $184,203-71.6% | $77,643-32.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 98.22% | 33.27%+64.9pp | 28.81%+69.4pp | 31.24%+67.0pp |
| Employer contribution / active EE | $2,865 | $4,413-35.1% | $6,427-55.4% | $2,726+5.1% |
| Participant deferral / active EE | $4,672 | $7,297-36.0% | $9,131-48.8% | $4,647+0.5% |
| Admin fee / account holder | $67 | $254-73.8% | $13,901-99.5% | $430-84.5% |