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 |
|---|---|---|
HORIZON WEALTH ADVISORS1 year Filed as: HORIZON WEALTH ADVISORS LLC Service code 26 9040 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Advisory (Participants) | $3,928 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,286 | $47,977-80.6% | $154,107-94.0% | $56,287-83.5% |
| Participation rate | 61.6% | 66.2%-4.6pp | 83.0%-21.4pp | 69.9%-8.2pp |
| Annual return | 4.71% | 3.54%+1.2pp | 735.12%-730.4pp | -9.96%+14.7pp |
| Employer contribution / active EE | $1,754 | $2,169-19.1% | $5,298-66.9% | $2,111-16.9% |
| Participant deferral / active EE | $2,909 | $2,392+21.6% | $5,081-42.7% | $3,350-13.2% |
| Admin fee / account holder | $61 | $438-86.2% | $13,411-99.5% | $521-88.4% |