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 INC6+ years Service code 49 · EIN 31-1448612 | Other Services | $20,273 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,048 |
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 | $84,130 | $61,473+36.9% | $81,930+2.7% | $73,409+14.6% |
| Participation rate | 96.7% | 72.4%+24.3pp | 72.0%+24.7pp | 72.2%+24.5pp |
| Annual return | 18.43% | 28.26%-9.8pp | 29.49%-11.1pp | 59.29%-40.9pp |
| Employer contribution / active EE | $3,900 | $1,898+105.5% | $4,310-9.5% | $2,234+74.6% |
| Participant deferral / active EE | $5,588 | $3,080+81.4% | $7,107-21.4% | $3,805+46.8% |
| Admin fee / account holder | $19 | $125-84.5% | $5,158-99.6% | $158-87.7% |