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 10-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 |
|---|---|---|
HORAN SECURITIES INC1+ years Service code 49 · EIN 31-1448612 | Other Services | $22,792 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,669 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,972 | $43,550+60.7% | $63,517+10.2% | $52,331+33.7% |
| Participation rate | 91.6% | 65.7%+25.9pp | 71.0%+20.6pp | 68.1%+23.5pp |
| Annual return | 0.76% | 2.03%-1.3pp | -70.30%+71.1pp | 4.54%-3.8pp |
| Employer contribution / active EE | $3,099 | $1,351+129.3% | $2,322+33.4% | $1,882+64.7% |
| Participant deferral / active EE | $5,601 | $2,254+148.5% | $2,953+89.7% | $3,022+85.3% |
| Admin fee / account holder | $18 | $387-95.3% | $5,892-99.7% | $592-97.0% |