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 INC6 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $52,760 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,597 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,146 | $87,870+7.1% | $113,168-16.8% | $74,304+26.7% |
| Participation rate | 99.3% | 70.7%+28.6pp | 76.6%+22.8pp | 60.3%+39.0pp |
| Annual return | 4.85% | 26.44%-21.6pp | 24.27%-19.4pp | 29.43%-24.6pp |
| Employer contribution / active EE | $2,753 | $2,277+20.9% | $2,975-7.5% | $2,241+22.8% |
| Participant deferral / active EE | $6,156 | $4,241+45.2% | $5,107+20.5% | $3,767+63.4% |
| Admin fee / account holder | $304 | $3,368-91.0% | $12,068-97.5% | $2,969-89.8% |