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.5+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $40,766 |
Filed as: CORDA INVESTMENT MANAGEMENT LLC Service code 27 · EIN 46-1666044 | Advisory (Plan) | $18,874 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,138 | $40,522-75.0% | $84,611-88.0% | $67,579-85.0% |
| Participation rate | 87.6% | 51.1%+36.5pp | 68.2%+19.4pp | 71.3%+16.3pp |
| Annual return | 14.51% | 32.72%-18.2pp | 258.74%-244.2pp | 378.56%-364.1pp |
| Employer contribution / active EE | $1,132 | $1,146-1.3% | $2,652-57.3% | $2,148-47.3% |
| Participant deferral / active EE | $1,244 | $2,132-41.6% | $3,899-68.1% | $3,539-64.8% |
| Admin fee / account holder | $126 | $145-13.1% | $4,912-97.4% | $142-11.3% |