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.2 years Filed as: RETIREMENT HORIZONS, INC Service code 64 · EIN 76-0551734 | Recordkeeping Fees | $36,997 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,341 | $64,286-52.8% | $90,951-66.6% | $73,409-58.7% |
| Participation rate | 84.4% | 63.6%+20.8pp | 69.0%+15.4pp | 72.2%+12.2pp |
| Annual return | 96.37% | 21.45%+74.9pp | 134.60%-38.2pp | 59.29%+37.1pp |
| Employer contribution / active EE | $788 | $895-11.9% | $2,122-62.9% | $2,234-64.7% |
| Participant deferral / active EE | $2,488 | $2,453+1.4% | $3,373-26.2% | $3,805-34.6% |
| Admin fee / account holder | $7 | $287-97.6% | $5,959-99.9% | $158-95.6% |