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 | $99,319 |
Filed as: HAUSER RETIREMENT SOLUCTIONS, LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $37,645 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $14,599 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,074 | $79,519-0.6% | $95,952-17.6% | $73,409+7.7% |
| Participation rate | 91.9% | 81.2%+10.7pp | 77.1%+14.8pp | 72.2%+19.7pp |
| Annual return | 21.64% | 19.20%+2.4pp | 91.61%-70.0pp | 59.29%-37.7pp |
| Employer contribution / active EE | $3,690 | $2,048+80.2% | $2,541+45.2% | $2,234+65.2% |
| Participant deferral / active EE | $8,248 | $4,138+99.3% | $4,167+97.9% | $3,805+116.7% |
| Admin fee / account holder | $255 | $184+38.5% | $6,795-96.2% | $158+61.7% |