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 INC2+ years Service code 55 4990 E GALBRAITH RD STE 102 · CINCINNATI, OH 45236 | Other Commissions | $20,113 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,678 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,187 |
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 | $58,009 | $63,924-9.3% | $108,579-46.6% | $55,167+5.2% |
| Participation rate | 97.2% | 74.3%+22.8pp | 79.6%+17.6pp | 69.0%+28.2pp |
| Annual return | 7.50% | 15.31%-7.8pp | -51.70%+59.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,034 | $1,879-45.0% | $3,758-72.5% | $1,963-47.3% |
| Participant deferral / active EE | $4,568 | $3,067+49.0% | $4,311+6.0% | $3,054+49.6% |
| Admin fee / account holder | $33 | $618-94.7% | $7,645-99.6% | $504-93.4% |