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 INC8+ years Service code 49 · EIN 31-1448612 | Other Services | $27,257 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,204 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT 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 | $74,901 | $56,503+32.6% | $70,092+6.9% | $64,808+15.6% |
| Participation rate | 97.4% | 70.5%+27.0pp | 70.5%+27.0pp | 71.5%+26.0pp |
| Annual return | -16.09% | -13.44%-2.7pp | 190.73%-206.8pp | 32.82%-48.9pp |
| Employer contribution / active EE | $4,297 | $2,046+110.0% | $2,559+67.9% | $2,506+71.5% |
| Participant deferral / active EE | $5,922 | $3,389+74.7% | $3,849+53.9% | $4,310+37.4% |
| Admin fee / account holder | $29 | $160-82.0% | $6,267-99.5% | $188-84.7% |