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.4+ years Filed as: RETIREMENT HORIZONS, INC. Service code 15 · EIN 76-0551734 | Recordkeeping | $16,226 |
Filed as: AKIN, DOHERTY, KLEIN & FEUGE, PC Service code 10 · EIN 74-2606559 | Accounting | $10,500 |
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 | $42,335 | $42,548-0.5% | $74,550-43.2% | $56,287-24.8% |
| Participation rate | 70.8% | 60.5%+10.3pp | 69.1%+1.6pp | 69.9%+0.9pp |
| Annual return | -6.72% | 12.40%-19.1pp | 32.53%-39.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $122 | $855-85.7% | $1,961-93.8% | $2,111-94.2% |
| Participant deferral / active EE | $2,331 | $2,277+2.4% | $3,108-25.0% | $3,350-30.4% |
| Admin fee / account holder | $214 | $467-54.2% | $5,060-95.8% | $521-58.9% |