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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,444 |
HORAN SECURITIES INC1 year Service code 27 · EIN 31-1448612 | Advisory (Plan) | $13,004 |
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 | $43,358 | $65,376-33.7% | $87,100-50.2% | $65,185-33.5% |
| Participation rate | 96.6% | 75.3%+21.3pp | 76.9%+19.8pp | 70.2%+26.4pp |
| Annual return | 38.52% | 31.27%+7.3pp | 28.19%+10.3pp | 29.38%+9.1pp |
| Employer contribution / active EE | $2,201 | $1,822+20.8% | $2,521-12.7% | $2,177+1.1% |
| Participant deferral / active EE | $4,122 | $3,388+21.7% | $4,049+1.8% | $3,514+17.3% |
| Admin fee / account holder | $195 | $520-62.4% | $7,497-97.4% | $847-76.9% |