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) | $16,487 |
HOFFMAN,SHORT,RUBIN,DEWI1 year Service code 10 · EIN 81-3709413 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,869 |
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 | $27,937 | $40,522-31.1% | $84,611-67.0% | $67,579-58.7% |
| Participation rate | 53.1% | 51.1%+2.0pp | 68.2%-15.1pp | 71.3%-18.2pp |
| Annual return | 24.74% | 32.72%-8.0pp | 258.74%-234.0pp | 378.56%-353.8pp |
| Employer contribution / active EE | $1,039 | $1,146-9.4% | $2,652-60.8% | $2,148-51.6% |
| Participant deferral / active EE | $1,979 | $2,132-7.2% | $3,899-49.2% | $3,539-44.1% |
| Admin fee / account holder | $111 | $145-23.8% | $4,912-97.7% | $142-22.2% |