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 4-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: JOHN HANCOCK (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $108,168 |
Filed as: HAUSER RETIREMENT SOLUTIONS Service code 27 5905 EAST GALBRARITH ROAD · CINCINNATI, OH 45236 | Advisory (Plan) | $62,204 |
Service code 10 · EIN 72-0738838 | Accounting | $16,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,172 | $57,610-4.2% | $154,803-64.4% | $102,872-46.4% |
| Participation rate | 50.3% | 59.5%-9.2pp | 78.1%-27.8pp | 73.0%-22.7pp |
| Annual return | 16.87% | 30.49%-13.6pp | 58.88%-42.0pp | 19.06%-2.2pp |
| Employer contribution / active EE | $1,428 | $1,883-24.2% | $4,305-66.8% | $3,526-59.5% |
| Participant deferral / active EE | $3,789 | $2,914+30.0% | $5,540-31.6% | $5,535-31.5% |
| Admin fee / account holder | $202 | $368-45.1% | $14,329-98.6% | $292-30.8% |