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 | $28,237 |
HORAN SECURITIES INC4 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $24,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,844 | $65,435-33.0% | $86,677-49.4% | $66,914-34.5% |
| Participation rate | 96.8% | 75.5%+21.4pp | 76.6%+20.3pp | 69.8%+27.0pp |
| Annual return | -15.72% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,636 | $2,153+22.4% | $2,836-7.1% | $2,544+3.6% |
| Participant deferral / active EE | $4,831 | $4,100+17.8% | $4,656+3.8% | $4,237+14.0% |
| Admin fee / account holder | $234 | $642-63.5% | $7,493-96.9% | $593-60.5% |