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 year Filed as: HORAN SECURITIES, INC. Service code 49 · EIN 31-1448612 | Other Services | $27,519 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,693 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $91,047 | $66,528+36.9% | $86,874+4.8% | $86,799+4.9% |
| Participation rate | 96.2% | 72.4%+23.8pp | 71.6%+24.6pp | 72.3%+23.9pp |
| Annual return | 16.71% | 19.56%-2.8pp | 63.52%-46.8pp | 97.91%-81.2pp |
| Employer contribution / active EE | $3,721 | $2,007+85.4% | $2,495+49.1% | $2,405+54.7% |
| Participant deferral / active EE | $5,489 | $3,240+69.4% | $3,699+48.4% | $4,131+32.9% |
| Admin fee / account holder | $24 | $148-84.0% | $5,828-99.6% | $170-86.1% |