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 | $32,176 |
HORAN SECURITIES INC5 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $25,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,904 | $76,050-33.1% | $96,544-47.3% | $71,457-28.8% |
| Participation rate | 95.9% | 74.4%+21.5pp | 76.0%+19.9pp | 67.9%+28.0pp |
| Annual return | 16.78% | 22.81%-6.0pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,839 | $2,244+26.5% | $2,965-4.2% | $2,588+9.7% |
| Participant deferral / active EE | $5,613 | $4,215+33.2% | $4,851+15.7% | $4,289+30.9% |
| Admin fee / account holder | $245 | $2,707-91.0% | $8,252-97.0% | $1,587-84.6% |