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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,611 |
HORAN SECURITIES INC6 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $19,023 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,788 | $45,602+77.2% | $117,472-31.2% | $66,914+20.7% |
| Participation rate | 79.1% | 57.6%+21.5pp | 70.6%+8.6pp | 69.8%+9.3pp |
| Annual return | -21.08% | -16.74%-4.3pp | 29.74%-50.8pp | 1.58%-22.7pp |
| Employer contribution / active EE | $2,594 | $1,579+64.3% | $4,176-37.9% | $2,544+1.9% |
| Participant deferral / active EE | $4,852 | $2,845+70.6% | $4,070+19.2% | $4,237+14.5% |
| Admin fee / account holder | $267 | $661-59.6% | $5,645-95.3% | $593-55.0% |