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 |
|---|---|---|
SAGESPRING WEALTH PARTNERS2 years Service code 27 801 CRESCENT CENTRE DR STE 600 · FRANKLIN, TN 37067 | Advisory (Plan) | $40,614 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SER. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,241 |
ACUFF & ASSOCIATES, INC.3 years Filed as: ACUFF & ASSOCIATES Service code 13 320 SEVEN SPRINGS WAY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $840 |
JULY BUSINESS SERVICES1 year Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $270 |
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 | $88,994 | $101,317-12.2% | $146,958-39.4% | $74,495+19.5% |
| Participation rate | 77.4% | 75.5%+1.9pp | 82.2%-4.8pp | 67.2%+10.2pp |
| Annual return | 15.30% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,177 | $3,810-42.9% | $4,933-55.9% | $2,623-17.0% |
| Participant deferral / active EE | $7,234 | $7,303-1.0% | $8,070-10.4% | $4,346+66.4% |
| Admin fee / account holder | $390 | $1,739-77.6% | $12,998-97.0% | $1,942-79.9% |