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 INC9+ years Service code 49 · EIN 31-1448612 | Other Services | $31,283 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,081 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,670 | $73,034+0.9% | $77,163-4.5% | $80,160-8.1% |
| Participation rate | 61.1% | 78.1%-17.1pp | 69.6%-8.5pp | 72.9%-11.9pp |
| Annual return | 46.06% | 18.56%+27.5pp | 37.87%+8.2pp | 40.38%+5.7pp |
| Employer contribution / active EE | $2,207 | $2,779-20.6% | $2,535-12.9% | $2,978-25.9% |
| Participant deferral / active EE | $2,965 | $4,140-28.4% | $3,833-22.6% | $5,017-40.9% |
| Admin fee / account holder | $23 | $104-77.6% | $5,472-99.6% | $145-84.0% |