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 | $41,757 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 36-4906731 | Advisory (Plan) | $20,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,036 | $50,815-15.3% | $155,509-72.3% | $77,643-44.6% |
| Participation rate | 31.0% | 63.1%-32.1pp | 78.2%-47.2pp | 70.6%-39.6pp |
| Annual return | 14.48% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,166 | $2,822-23.3% | $5,626-61.5% | $4,647-53.4% |
| Admin fee / account holder | $312 | $437-28.6% | $15,912-98.0% | $430-27.6% |