See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $50,013 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $22,613 |
TENNESSEE PENSION ADMINISTRATORS11+ years Service code 13 11911 KINGSTON PIKE · KNOXVILLE, TN 37934 | Contract Administrator | $20,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $140,745 | $119,446+17.8% | $150,045-6.2% | $85,563+64.5% |
| Participation rate | 65.1% | 75.4%-10.3pp | 82.3%-17.2pp | 66.0%-0.9pp |
| Annual return | 17.47% | 23.72%-6.3pp | 62.55%-45.1pp | 31.51%-14.0pp |
| Employer contribution / active EE | $3,083 | $4,078-24.4% | $4,693-34.3% | $2,654+16.2% |
| Participant deferral / active EE | $8,246 | $7,985+3.3% | $7,997+3.1% | $4,375+88.5% |
| Admin fee / account holder | $334 | $548-39.0% | $13,435-97.5% | $834-59.9% |