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 |
|---|---|---|
HORAN SECURITIES INC3 years Filed as: HORAN SECURITIES, INC. Service code 26 · EIN 31-1448612 | Advisory (Participants) | $29,028 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,849 | $84,487-32.7% | $125,339-54.6% | $66,914-15.0% |
| Participation rate | 77.8% | 76.4%+1.4pp | 82.4%-4.6pp | 69.8%+8.0pp |
| Annual return | -17.56% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,619 | $3,553+1.8% | $4,814-24.8% | $2,544+42.2% |
| Participant deferral / active EE | $7,098 | $6,781+4.7% | $7,446-4.7% | $4,237+67.5% |
| Admin fee / account holder | $431 | $685-37.1% | $10,010-95.7% | $593-27.4% |