See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HORAN SECURITIES INC9 years Service code 55 · EIN 31-1448612 | Other Commissions | $29,869 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,997 | $79,171-44.4% | $102,423-57.0% | $74,495-40.9% |
| Participation rate | 83.0% | 74.8%+8.2pp | 76.5%+6.5pp | 67.2%+15.8pp |
| Annual return | 14.82% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,424 | $2,362-39.7% | $3,023-52.9% | $2,623-45.7% |
| Participant deferral / active EE | $5,498 | $4,415+24.5% | $5,053+8.8% | $4,346+26.5% |
| Admin fee / account holder | $1 | $2,001-99.9% | $9,451-100.0% | $1,942-99.9% |