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 INC5 years Service code 55 · EIN 31-1448612 | Other Commissions | $21,588 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,439 | $73,638-26.1% | $95,952-43.3% | $73,488-25.9% |
| Participation rate | 81.1% | 76.2%+5.0pp | 77.1%+4.1pp | 70.7%+10.5pp |
| Annual return | 22.45% | 16.78%+5.7pp | 91.61%-69.2pp | 28.51%-6.1pp |
| Employer contribution / active EE | $1,450 | $1,863-22.2% | $2,541-42.9% | $2,270-36.1% |
| Participant deferral / active EE | $4,565 | $3,617+26.2% | $4,167+9.6% | $3,740+22.1% |
| Admin fee / account holder | $1 | $482-99.8% | $6,795-100.0% | $513-99.8% |