Filed January 3, 2017
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 Service code 27 · EIN 31-1448612 | Advisory (Plan) | $19,057 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,676 | $61,052+105.9% | $142,863-12.0% | $79,386+58.3% |
| Participation rate | 91.8% | 60.1%+31.7pp | 71.9%+19.9pp | 70.7%+21.1pp |
| Annual return | 14.85% | 16.02%-1.2pp | 5637.54%-5622.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $3,179 | $1,481+114.7% | $4,144-23.3% | $2,427+31.0% |
| Participant deferral / active EE | $6,133 | $2,879+113.0% | $3,837+59.8% | $4,046+51.6% |
| Admin fee / account holder | $155 | $659-76.6% | $6,560-97.6% | $626-75.3% |