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 |
|---|---|---|
RETIREMENT HORIZONS INC.2 years Service code 15 · EIN 76-0551734 | Recordkeeping | $3,130 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,175 | $89,355-78.5% | $141,162-86.4% | $72,985-73.7% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.2pp |
| Annual return | 20.20% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,432 | $5,418+111.0% | $6,709+70.4% | $3,607+216.9% |
| Admin fee / account holder | $18 | $5,958-99.7% | $10,261-99.8% | $5,124-99.7% |