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 |
|---|---|---|
Service code 27 · EIN 47-1993169 | Advisory (Plan) | $34,818 |
RETIREMENT HORIZONS INC.1 year Service code 15 · EIN 76-0551734 | Recordkeeping | $25,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,972 | $55,449-11.7% | $83,848-41.6% | $56,287-13.0% |
| Participation rate | 84.4% | 68.0%+16.4pp | 76.1%+8.2pp | 69.9%+14.5pp |
| Annual return | -6.46% | -1.38%-5.1pp | 850.88%-857.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $3,755 | $2,430+54.5% | $3,631+3.4% | $2,111+77.9% |
| Participant deferral / active EE | $4,413 | $2,935+50.3% | $4,082+8.1% | $3,350+31.7% |
| Admin fee / account holder | $408 | $656-37.8% | $5,478-92.6% | $521-21.7% |