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) | $70,109 |
NEWPORT GROUP, INC.3+ years Service code 12 · EIN 27-2037969 | Account maintenance fees; Direct paym... | $43,281 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,251 |
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).
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 | $165,300 | $50,815+225.3% | $155,509+6.3% | $77,643+112.9% |
| Participation rate | 66.9% | 63.1%+3.8pp | 78.2%-11.3pp | 70.6%-3.7pp |
| Annual return | 94.42% | 34.80%+59.6pp | 64.67%+29.8pp | 31.24%+63.2pp |
| Employer contribution / active EE | $2,220 | $1,993+11.4% | $4,672-52.5% | $2,726-18.6% |
| Participant deferral / active EE | $4,731 | $2,822+67.6% | $5,626-15.9% | $4,647+1.8% |
| Admin fee / account holder | $143 | $437-67.2% | $15,912-99.1% | $430-66.8% |