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 | $28,256 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 36-4906731 | Advisory (Plan) | $14,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,955 | $46,292-31.0% | $143,757-77.8% | $64,808-50.7% |
| Participation rate | 25.3% | 64.2%-38.9pp | 80.3%-55.0pp | 71.5%-46.1pp |
| Annual return | -9.78% | -10.05%+0.3pp | -0.04%-9.7pp | 32.82%-42.6pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,120 | $2,646-19.9% | $5,637-62.4% | $4,310-50.8% |
| Admin fee / account holder | $226 | $154+47.0% | $14,673-98.5% | $188+20.4% |