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 INC7 years Service code 55 · EIN 31-1448612 | Other Commissions | $26,610 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $40,303 | $65,435-38.4% | $86,677-53.5% | $66,914-39.8% |
| Participation rate | 82.8% | 75.5%+7.4pp | 76.6%+6.2pp | 69.8%+13.0pp |
| Annual return | -22.24% | -10.89%-11.4pp | 35.91%-58.1pp | 1.58%-23.8pp |
| Employer contribution / active EE | $1,557 | $2,153-27.7% | $2,836-45.1% | $2,544-38.8% |
| Participant deferral / active EE | $4,965 | $4,100+21.1% | $4,656+6.7% | $4,237+17.2% |
| Admin fee / account holder | $1 | $642-99.9% | $7,493-100.0% | $593-99.9% |