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 | $37,171 |
HORAN SECURITIES INC6 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $30,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,498 | $79,171-28.6% | $102,423-44.8% | $74,495-24.2% |
| Participation rate | 85.6% | 74.8%+10.8pp | 76.5%+9.1pp | 67.2%+18.4pp |
| Annual return | 14.80% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $3,031 | $2,362+28.3% | $3,023+0.3% | $2,623+15.6% |
| Participant deferral / active EE | $6,008 | $4,415+36.1% | $5,053+18.9% | $4,346+38.3% |
| Admin fee / account holder | $293 | $2,001-85.4% | $9,451-96.9% | $1,942-84.9% |