Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: HORIZON WEALTH MANAGEMENT LLC Service code 27 222 E MARKET ST · NEW ALBANY, IN 47150 | Advisory (Plan) | $50,983 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,091 | $80,731-0.8% | $103,374-22.5% | $74,546+7.4% |
| Participation rate | 41.6% | 65.7%-24.0pp | 74.5%-32.9pp | 67.2%-25.6pp |
| Annual return | 13.07% | 27.56%-14.5pp | 24.89%-11.8pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,453 | $3,158-54.0% | $3,869-62.4% | $2,624-44.6% |
| Participant deferral / active EE | $3,200 | $3,860-17.1% | $5,058-36.7% | $4,347-26.4% |
| Admin fee / account holder | $710 | $2,369-70.0% | $8,394-91.5% | $1,944-63.5% |