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 9-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 · NASHVILLE, TN 37238 | Advisory (Plan) | $27,587 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,916 | $42,548-1.5% | $74,550-43.8% | $56,287-25.5% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.1%-2.5pp | 69.9%-3.2pp |
| Annual return | -4.39% | 12.40%-16.8pp | 32.53%-36.9pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,505 | $855+192.9% | $1,961+27.7% | $2,111+18.7% |
| Participant deferral / active EE | $3,528 | $2,277+54.9% | $3,108+13.5% | $3,350+5.3% |
| Admin fee / account holder | $223 | $467-52.3% | $5,060-95.6% | $521-57.3% |