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: CAPTRUST Service code 28 · EIN 74-2977959 | Investment Management | $38,280 |
RETIREMENT HORIZONS INC.2 years Filed as: RETIREMENT HORIZONS, INC Service code 13 · EIN 76-0551734 | Contract Administrator | $19,280 |
ADKF1 year Filed as: ADKF, P.C. Service code 13 · EIN 74-2606559 | Contract Administrator | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $41,968 | $37,426+12.1% | $77,482-45.8% | $79,858-47.4% |
| Participation rate | 89.7% | 41.5%+48.1pp | 54.2%+35.5pp | 69.6%+20.0pp |
| Annual return | 4.25% | 39.70%-35.4pp | 54.79%-50.5pp | 31.71%-27.5pp |
| Employer contribution / active EE | $413 | $637-35.1% | $986-58.1% | $2,471-83.3% |
| Participant deferral / active EE | $805 | $1,260-36.1% | $1,861-56.7% | $3,740-78.5% |
| Admin fee / account holder | $503 | $2,504-79.9% | $2,858-82.4% | $5,306-90.5% |