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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $35,723 |
HORAN SECURITIES INC9 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $19,318 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,244 |
HORAN SECURITIES INC1 year Filed as: HORAN WEALTH LLC Service code 27 · EIN 99-1684201 | Advisory (Plan) | $7,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,200 | $65,241-33.8% | $126,539-65.9% | $85,563-49.5% |
| Participation rate | 58.9% | 48.6%+10.3pp | 69.8%-10.9pp | 66.0%-7.1pp |
| Annual return | 15.30% | 42.19%-26.9pp | 425.95%-410.6pp | 31.51%-16.2pp |
| Employer contribution / active EE | $990 | $1,937-48.9% | $3,674-73.0% | $2,654-62.7% |
| Participant deferral / active EE | $1,841 | $3,032-39.3% | $4,083-54.9% | $4,375-57.9% |
| Admin fee / account holder | $121 | $1,031-88.3% | $6,065-98.0% | $834-85.5% |