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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAUNDERS COOK & SEARLE ASSET MGT Service code 27 17888 N HWY 41 · LUTZ, FL 33549 | Advisory (Plan) | $91,398 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,753 |
CLEARPOINT CAPITAL1 year Filed as: CLEARPOINT CPAS PC Service code 99 1907 N ROAN ST STE 300 · JOHNSON CITY, TN 37601 | Other Fees | $7,500 |
RODEFER MOSS & CO, PLLC5 years Filed as: RODEFER MOSS & CO PLLC Service code 10 608 MABRY HOOD RD STE 300 · KNOXVILLE, TN 37932 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,589 | $123,077-73.5% | $116,228-72.0% | $102,872-68.3% |
| Participation rate | 66.6% | 87.0%-20.4pp | 74.6%-7.9pp | 73.0%-6.4pp |
| Annual return | 10.21% | 15.84%-5.6pp | 90.06%-79.8pp | 19.06%-8.8pp |
| Employer contribution / active EE | $1,220 | $4,380-72.2% | $2,994-59.3% | $3,526-65.4% |
| Participant deferral / active EE | $1,827 | $6,746-72.9% | $4,953-63.1% | $5,535-67.0% |
| Admin fee / account holder | $17 | $115-85.6% | $11,989-99.9% | $292-94.3% |