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 37 · EIN 04-2647786 | Loan Processing | $32,703 |
CLOSED DLR-HORAN SECURITIES INC1 year Service code 27 · EIN 31-1448612 | Advisory (Plan) | $20,281 |
HORAN SECURITIES INC1 year Filed as: HORAN WEALTH LLC Service code 27 · EIN 99-1684201 | Advisory (Plan) | $8,765 |
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $7,939 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,940 | $98,727-63.6% | $113,168-68.2% | $85,563-58.0% |
| Participation rate | 81.1% | 80.8%+0.3pp | 76.6%+4.5pp | 66.0%+15.1pp |
| Annual return | 15.97% | 17.43%-1.5pp | 24.27%-8.3pp | 31.51%-15.5pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,934 | $5,424-45.9% | $5,107-42.5% | $4,375-32.9% |
| Admin fee / account holder | $239 | $357-32.9% | $12,068-98.0% | $834-71.3% |