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 | $27,815 |
HORAN SECURITIES INC3 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $22,802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,619 | $84,936-36.9% | $111,297-51.8% | $79,386-32.5% |
| Participation rate | 96.6% | 75.9%+20.7pp | 77.3%+19.2pp | 70.7%+25.8pp |
| Annual return | 15.56% | 17.45%-1.9pp | 54.65%-39.1pp | 116.85%-101.3pp |
| Employer contribution / active EE | $2,410 | $1,979+21.8% | $2,731-11.8% | $2,427-0.7% |
| Participant deferral / active EE | $4,675 | $3,888+20.2% | $4,487+4.2% | $4,046+15.6% |
| Admin fee / account holder | $252 | $537-53.1% | $7,964-96.8% | $626-59.8% |