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.3+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $3,315 |
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 | $104,355 | $63,299+64.9% | $91,001+14.7% | $62,292+67.5% |
| Participation rate | 85.4% | 73.3%+12.1pp | 75.6%+9.8pp | 69.5%+15.9pp |
| Annual return | 16.68% | 20.99%-4.3pp | 4.60%+12.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $990 | $1,807-45.2% | $2,456-59.7% | $2,042-51.5% |
| Participant deferral / active EE | $6,426 | $2,943+118.4% | $3,547+81.1% | $3,169+102.8% |
| Admin fee / account holder | $139 | $468-70.2% | $5,417-97.4% | $479-70.9% |