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 5905 E GALBRAITH RD · CINCINNATI, OH 45236 | Advisory (Plan) | $20,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,525 |
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 | $31,796 | $39,948-20.4% | $89,391-64.4% | $73,409-56.7% |
| Participation rate | 53.5% | 50.4%+3.1pp | 68.0%-14.5pp | 72.2%-18.7pp |
| Annual return | 17.91% | 50.12%-32.2pp | 245.62%-227.7pp | 59.29%-41.4pp |
| Employer contribution / active EE | $1,172 | $1,200-2.3% | $2,586-54.7% | $2,234-47.5% |
| Participant deferral / active EE | $2,176 | $2,193-0.8% | $3,890-44.1% | $3,805-42.8% |
| Admin fee / account holder | $81 | $134-39.8% | $4,881-98.3% | $158-48.8% |