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 |
|---|---|---|
Filed as: HORNOR, TOWNSEND, & KENT, INC. Service code 51 601 BAYSHORE BLVD · TAMPA, FL 336062760 | Investment Mgmt Fees | $12,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,649 | $50,385+32.3% | $75,670-11.9% | $62,292+7.0% |
| Participation rate | 66.7% | 67.7%-1.0pp | 72.3%-5.7pp | 69.5%-2.8pp |
| Annual return | 15.24% | 19.90%-4.7pp | 27.34%-12.1pp | 28.90%-13.7pp |
| Employer contribution / active EE | $2,035 | $1,537+32.3% | $2,352-13.5% | $2,042-0.4% |
| Participant deferral / active EE | $4,654 | $2,445+90.3% | $3,142+48.1% | $3,169+46.9% |
| Admin fee / account holder | $14 | $384-96.3% | $5,800-99.8% | $479-97.0% |