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 |
|---|---|---|
Filed as: HORIZON Service code 28 · EIN 35-1076581 | Investment Management | $15,262 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,811 | $65,365+153.7% | $92,893+78.5% | $72,985+127.2% |
| Participation rate | 99.0% | 68.3%+30.7pp | 76.0%+23.0pp | 69.5%+29.5pp |
| Annual return | 18.73% | 42.10%-23.4pp | 109.41%-90.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $10,273 | $2,594+296.0% | $3,653+181.3% | $2,440+321.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $94 | $4,251-97.8% | $5,794-98.4% | $5,124-98.2% |