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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,820 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 36-4906731 | Advisory (Plan) | $18,426 |
NATIONWIDE5 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 45242 | Investment Management | $9,256 |
Filed as: SCHNEIDER, MALE, & STRAKOWSKI Service code 15 4540 COOPER ROAD · CINCINNATI, OH 45242 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,604 | $56,485-35.2% | $185,823-80.3% | $86,799-57.8% |
| Participation rate | 21.7% | 65.5%-43.8pp | 81.7%-60.0pp | 72.3%-50.6pp |
| Annual return | 12.36% | 118.04%-105.7pp | 122.05%-109.7pp | 97.91%-85.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,787 | $2,553-30.0% | $5,568-67.9% | $4,131-56.7% |
| Admin fee / account holder | $271 | $150+81.0% | $16,237-98.3% | $170+59.7% |