Filed September 19, 2023 (most recent of 2 filings on file)
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 | $34,299 |
HORAN SECURITIES INC5 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $26,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,921 | $52,406-29.5% | $129,207-71.4% | $74,495-50.4% |
| Participation rate | 88.5% | 53.8%+34.7pp | 69.6%+18.8pp | 67.2%+21.3pp |
| Annual return | 18.54% | 15.66%+2.9pp | 9417.33%-9398.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $600 | $1,531-60.8% | $4,153-85.5% | $2,623-77.1% |
| Participant deferral / active EE | $2,924 | $2,794+4.6% | $4,168-29.9% | $4,346-32.7% |
| Admin fee / account holder | $213 | $2,633-91.9% | $7,715-97.2% | $1,942-89.0% |