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: RETIREMENT PLAN FIDUCIARIES Service code 27 · EIN 90-0815510 | Advisory (Plan) | $25,622 |
RETIREMENT HORIZONS INC.1 year Service code 15 · EIN 76-0551734 | Recordkeeping | $12,562 |
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 | $77,526 | $80,753-4.0% | $136,294-43.1% | $62,292+24.5% |
| Participation rate | 90.0% | 73.5%+16.5pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 17.16% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,132 | $2,884-60.7% | $4,695-75.9% | $2,042-44.6% |
| Participant deferral / active EE | $5,843 | $5,164+13.1% | $6,247-6.5% | $3,169+84.4% |
| Admin fee / account holder | $271 | $525-48.3% | $9,243-97.1% | $479-43.4% |