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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,789 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,567 |
COULTER & JUSTUS3 years Service code 10 9717 COGDILL RD · KNOXVILLE, TN 37932 | Accounting | $5,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,953 | $65,390-72.5% | $169,368-89.4% | $71,457-74.9% |
| Participation rate | 92.0% | 67.0%+25.0pp | 77.1%+14.8pp | 67.9%+24.1pp |
| Annual return | 13.84% | 21.31%-7.5pp | 405.60%-391.8pp | 28.85%-15.0pp |
| Employer contribution / active EE | $444 | $2,079-78.6% | $4,013-88.9% | $2,588-82.8% |
| Participant deferral / active EE | $3,237 | $4,367-25.9% | $6,221-48.0% | $4,289-24.5% |
| Admin fee / account holder | $203 | $1,324-84.7% | $9,003-97.7% | $1,587-87.2% |