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 |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL STEVE BRATT · NASHVILLE, TN 37238 | Advisory (Plan) | $4,877 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,255 | $46,674-20.2% | $117,472-68.3% | $68,494-45.6% |
| Participation rate | 10.8% | 56.8%-46.0pp | 70.6%-59.8pp | 67.9%-57.1pp |
| Annual return | -18.70% | -14.52%-4.2pp | 29.74%-48.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $602 | $2,636-77.2% | $4,070-85.2% | $4,027-85.1% |
| Admin fee / account holder | $139 | $4,020-96.5% | $5,645-97.5% | $5,403-97.4% |