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 |
|---|---|---|
KOSS-OLINGER CONSULTING, LLC5 years Filed as: KOSS OLINGER & COMPANY LLC Service code 27 2700 NW 43RD ST · GAINESVILLE, FL 32606 | Advisory (Plan) | $22,680 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,615 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS, PC Service code 10 9717 COGDILL ROAD, SUITE 201 · KNOXVILLE, TN 37932 | Accounting | $13,300 |
SVRPC, INC.5 years Service code 13 3834 SUTHERLAND AVENUE · KNOXVILLE, TN 37919 | Contract Administrator | $7,290 |
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 | $32,016 | $109,881-70.9% | $150,045-78.7% | $84,808-62.2% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,358 | $3,561-61.9% | $4,693-71.1% | $2,631-48.4% |
| Participant deferral / active EE | $3,363 | $6,636-49.3% | $7,997-57.9% | $4,212-20.1% |
| Admin fee / account holder | $491 | $8,568-94.3% | $13,435-96.3% | $7,344-93.3% |