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 9-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: HUNTLEIGH ADVISORS INC Service code 99 · EIN 43-1911686 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,147 | $53,165-50.8% | $86,188-69.7% | $74,419-64.9% |
| Participation rate | 59.6% | 64.9%-5.3pp | 69.0%-9.4pp | 70.7%-11.2pp |
| Annual return | 12.98% | 22.64%-9.7pp | 1168.45%-1155.5pp | 34.38%-21.4pp |
| Employer contribution / active EE | $785 | $1,210-35.1% | $2,380-67.0% | $2,637-70.2% |
| Participant deferral / active EE | $2,095 | $3,234-35.2% | $3,985-47.4% | $4,528-53.7% |
| Admin fee / account holder | $15 | $551-97.3% | $6,852-99.8% | $348-95.7% |