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 7-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: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $11,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,497 | $44,473-44.9% | $76,523-68.0% | $55,725-56.0% |
| Participation rate | 48.8% | 51.0%-2.1pp | 68.0%-19.1pp | 70.9%-22.0pp |
| Annual return | 0.00% | -2.01%+2.0pp | -0.27%+0.3pp | 244.93%-244.9pp |
| Employer contribution / active EE | $941 | $1,101-14.6% | $2,647-64.5% | $2,078-54.7% |
| Participant deferral / active EE | $1,836 | $1,988-7.6% | $3,835-52.1% | $3,356-45.3% |
| Admin fee / account holder | $55 | $134-59.0% | $4,848-98.9% | $115-52.2% |