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 |
|---|---|---|
RIPLEY CAPITAL MANAGEMENT2 years Service code 27 · EIN 47-1993169 | Advisory (Plan) | $27,228 |
RETIREMENT HORIZONS INC.2 years Service code 15 · EIN 76-0551734 | Recordkeeping | $27,155 |
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 | $55,286 | $63,114-12.4% | $92,893-40.5% | $65,185-15.2% |
| Participation rate | 82.6% | 68.8%+13.8pp | 76.0%+6.6pp | 70.2%+12.4pp |
| Annual return | 22.92% | 28.75%-5.8pp | 109.41%-86.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $4,112 | $2,571+60.0% | $3,653+12.6% | $2,177+88.9% |
| Participant deferral / active EE | $4,208 | $3,108+35.4% | $4,236-0.7% | $3,514+19.8% |
| Admin fee / account holder | $300 | $624-51.9% | $5,794-94.8% | $847-64.6% |