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: FONDREN OAKS CAPITAL MGMT Service code 27 · EIN 82-3258348 | Advisory (Plan) | $56,391 |
RETIREMENT HORIZONS INC.1 year Filed as: RETIREMENT HORIZONS DBA DEFINITI LL Service code 15 · EIN 76-0551734 | Recordkeeping | $32,637 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $5,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,433 | $77,660-10.6% | $109,143-36.4% | $79,386-12.5% |
| Participation rate | 85.1% | 67.8%+17.3pp | 75.9%+9.2pp | 70.7%+14.4pp |
| Annual return | 12.76% | 23.44%-10.7pp | 25.75%-13.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $5,563 | $2,797+98.9% | $3,722+49.5% | $2,427+129.2% |
| Participant deferral / active EE | $5,415 | $3,518+53.9% | $4,653+16.4% | $4,046+33.8% |
| Admin fee / account holder | $433 | $732-40.8% | $6,752-93.6% | $626-30.8% |