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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
HORAN SECURITIES INC2 years Service code 61 · EIN 31-1448612 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,315 | $64,909-45.6% | $82,313-57.1% | $62,292-43.3% |
| Participation rate | 81.0% | 74.9%+6.1pp | 76.9%+4.1pp | 69.5%+11.5pp |
| Annual return | 22.10% | 21.18%+0.9pp | 25.88%-3.8pp | 28.90%-6.8pp |
| Employer contribution / active EE | $1,332 | $1,676-20.5% | $2,428-45.1% | $2,042-34.8% |
| Participant deferral / active EE | $2,984 | $3,103-3.8% | $3,706-19.5% | $3,169-5.8% |
| Admin fee / account holder | $1 | $440-99.7% | $5,608-100.0% | $479-99.8% |