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 | $34,021 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 36-4906731 | Advisory (Plan) | $16,824 |
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 | $41,462 | $47,126-12.0% | $149,673-72.3% | $74,419-44.3% |
| Participation rate | 26.6% | 63.4%-36.7pp | 78.8%-52.1pp | 70.7%-44.1pp |
| Annual return | 16.50% | 22.75%-6.3pp | 134.42%-117.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,481 | $2,728-9.0% | $5,680-56.3% | $4,528-45.2% |
| Admin fee / account holder | $288 | $343-15.9% | $13,210-97.8% | $348-17.1% |