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 | $85,515+10.1% | $112,040-16.0% | $67,986+38.5% |
| Participation rate | 99.3% | 68.2%+31.1pp | 76.5%+22.8pp | 57.2%+42.1pp |
| Annual return | 4.85% | 29.68%-24.8pp | 24.52%-19.7pp | 31.67%-26.8pp |
| Employer contribution / active EE | $2,753 | $2,191+25.7% | $2,954-6.8% | $2,019+36.4% |
| Participant deferral / active EE | $6,156 | $4,014+53.4% | $5,098+20.8% | $3,358+83.3% |
| Admin fee / account holder | $304 | $3,774-92.0% | $12,098-97.5% | $3,203-90.5% |