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 13 · EIN 42-0127290 | Contract Administrator | $99,436 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,222 |
ABERNATHY INVESTMENT MGMT5 years Service code 26 · EIN 41-4903228 | Advisory (Participants) | $7,516 |
LEE, DANNER & BASS, INC.7+ years Service code 26 ONE AMERICAN CENTER · NASVILLE, TN 37203 | Advisory (Participants) | $6,394 |
BASS, BERRY & SIMS PLC1 year Filed as: BASS, BERRY AND SIMS Service code 26 · EIN 62-0125540 | Advisory (Participants) | $5,428 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $454,467 | $104,317+335.7% | $159,436+185.0% | $86,799+423.6% |
| Participation rate | 98.4% | 77.7%+20.7pp | 82.8%+15.6pp | 72.3%+26.1pp |
| Annual return | 17.43% | 26.32%-8.9pp | 263.57%-246.1pp | 97.91%-80.5pp |
| Employer contribution / active EE | $16,754 | $3,451+385.5% | $4,829+246.9% | $2,405+596.6% |
| Participant deferral / active EE | $14,085 | $6,837+106.0% | $7,352+91.6% | $4,131+241.0% |
| Admin fee / account holder | $235 | $172+36.2% | $10,799-97.8% | $170+38.3% |