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 |
|---|---|---|
RETIREMENT HORIZONS INC.3+ years Filed as: RETIREMENT HORIZONS, INC. Service code 15 · EIN 76-0551734 | Recordkeeping | $13,071 |
Filed as: AKIN, DOHERTY, KLEIN & FEUGE, PC Service code 10 · EIN 74-2606559 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,094 | $51,466+16.8% | $78,778-23.7% | $62,292-3.5% |
| Participation rate | 57.9% | 59.8%-1.9pp | 69.2%-11.3pp | 69.5%-11.7pp |
| Annual return | 18.71% | 19.96%-1.2pp | 35.62%-16.9pp | 28.90%-10.2pp |
| Employer contribution / active EE | $130 | $827-84.2% | $1,986-93.4% | $2,042-93.6% |
| Participant deferral / active EE | $1,492 | $2,147-30.5% | $2,958-49.6% | $3,169-52.9% |
| Admin fee / account holder | $253 | $489-48.3% | $5,134-95.1% | $479-47.3% |