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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,336 |
COULTER & JUSTUS1 year Service code 10 9717 COGDILL RD · KNOXVILLE, TN 37932 | Accounting | $11,752 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,521 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,613 | $70,879-80.8% | $189,557-92.8% | $79,386-82.9% |
| Participation rate | 87.1% | 68.0%+19.1pp | 78.4%+8.6pp | 70.7%+16.4pp |
| Annual return | 14.29% | 20.70%-6.4pp | 64.17%-49.9pp | 116.85%-102.6pp |
| Employer contribution / active EE | $481 | $1,806-73.4% | $4,412-89.1% | $2,427-80.2% |
| Participant deferral / active EE | $2,884 | $4,081-29.3% | $6,174-53.3% | $4,046-28.7% |
| Admin fee / account holder | $192 | $647-70.4% | $9,807-98.0% | $626-69.4% |