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 INC4 years Filed as: HORAN SECURITIES, INC. Service code 26 · EIN 31-1448612 | Advisory (Participants) | $32,595 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,312 |
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 | $75,394 | $91,407-17.5% | $135,903-44.5% | $71,457+5.5% |
| Participation rate | 78.8% | 75.7%+3.2pp | 81.9%-3.1pp | 67.9%+10.9pp |
| Annual return | 21.65% | 29.90%-8.2pp | 68.23%-46.6pp | 28.85%-7.2pp |
| Employer contribution / active EE | $3,382 | $3,703-8.7% | $4,856-30.4% | $2,588+30.7% |
| Participant deferral / active EE | $7,017 | $7,092-1.1% | $7,758-9.5% | $4,289+63.6% |
| Admin fee / account holder | $497 | $1,266-60.8% | $10,762-95.4% | $1,587-68.7% |