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 3-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: HAUSER RETIREMENT SOLUTIONS 2, LLC Service code 27 5905 EAST GALBRAITH ROAD · CINCINNATI, OH 45236 | Advisory (Plan) | $79,891 |
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Distrib... | $35,023 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $17,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,726 | $47,126+154.1% | $149,673-20.0% | $74,419+60.9% |
| Participation rate | 67.6% | 63.4%+4.3pp | 78.8%-11.1pp | 70.7%-3.1pp |
| Annual return | 17.32% | 22.75%-5.4pp | 134.42%-117.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,896 | $1,905-0.5% | $4,818-60.6% | $2,637-28.1% |
| Participant deferral / active EE | $4,941 | $2,728+81.1% | $5,680-13.0% | $4,528+9.1% |
| Admin fee / account holder | $195 | $343-43.0% | $13,210-98.5% | $348-43.9% |