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 INC5+ years Service code 49 · EIN 31-1448612 | Other Services | $26,033 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,506 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,672 | $55,790+50.0% | $76,817+8.9% | $67,579+23.8% |
| Participation rate | 96.0% | 71.1%+24.9pp | 72.1%+23.9pp | 71.3%+24.7pp |
| Annual return | 26.49% | 64.45%-38.0pp | 1166.11%-1139.6pp | 378.56%-352.1pp |
| Employer contribution / active EE | $3,900 | $1,810+115.5% | $2,302+69.4% | $2,148+81.6% |
| Participant deferral / active EE | $5,931 | $2,875+106.3% | $3,336+77.8% | $3,539+67.6% |
| Admin fee / account holder | $29 | $159-81.6% | $6,420-99.5% | $142-79.4% |