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 | $19,705 |
HORAN SECURITIES INC2 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $17,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,902 | $73,638-37.7% | $95,952-52.2% | $73,488-37.5% |
| Participation rate | 96.4% | 76.2%+20.3pp | 77.1%+19.4pp | 70.7%+25.7pp |
| Annual return | 16.58% | 16.78%-0.2pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,412 | $1,863+29.4% | $2,541-5.1% | $2,270+6.2% |
| Participant deferral / active EE | $4,184 | $3,617+15.7% | $4,167+0.4% | $3,740+11.9% |
| Admin fee / account holder | $196 | $482-59.4% | $6,795-97.1% | $513-61.9% |