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 INC5 years Filed as: HORAN SECURITIES, INC. Service code 26 · EIN 31-1448612 | Advisory (Participants) | $35,320 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $944 |
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 | $89,708 | $101,317-11.5% | $146,958-39.0% | $74,495+20.4% |
| Participation rate | 76.1% | 75.5%+0.6pp | 82.2%-6.1pp | 67.2%+8.9pp |
| Annual return | 25.99% | 8730.91%-8704.9pp | 418.34%-392.3pp | 1364.94%-1339.0pp |
| Employer contribution / active EE | $3,578 | $3,810-6.1% | $4,933-27.5% | $2,623+36.4% |
| Participant deferral / active EE | $7,389 | $7,303+1.2% | $8,070-8.4% | $4,346+70.0% |
| Admin fee / account holder | $526 | $1,739-69.7% | $12,998-96.0% | $1,942-72.9% |