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 |
|---|---|---|
HORNOR TOWNSEND & KENT INC5 years Service code 27 · EIN 23-1706189 | Advisory (Plan) | $14,456 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,838 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,128 | $49,451-16.8% | $79,550-48.3% | $66,914-38.5% |
| Participation rate | 85.0% | 61.3%+23.6pp | 69.5%+15.5pp | 69.8%+15.1pp |
| Annual return | -18.74% | 84.25%-103.0pp | 0.16%-18.9pp | 1.58%-20.3pp |
| Employer contribution / active EE | $910 | $1,266-28.1% | $2,413-62.3% | $2,544-64.2% |
| Participant deferral / active EE | $3,824 | $3,159+21.1% | $3,985-4.0% | $4,237-9.7% |
| Admin fee / account holder | $77 | $595-87.0% | $6,832-98.9% | $593-87.0% |