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 |
|---|---|---|
RATHER & KITTRELL, INC.8+ years Filed as: RATHER & KITTRELL CAPITAL MGT Service code 26 · EIN 91-2046298 | Advisory (Participants) | $51,338 |
UNIFIED TRUST COMPANY, N.A.8+ years Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $19,083 |
TENNESSEE PENSION ADMINISTRATORS8+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $9,130 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $63,134 | $86,655-27.1% | $119,609-47.2% | $66,914-5.6% |
| Participation rate | 92.5% | 75.6%+16.9pp | 79.3%+13.3pp | 69.8%+22.7pp |
| Annual return | -12.15% | -8.00%-4.1pp | -14.97%+2.8pp | 1.58%-13.7pp |
| Employer contribution / active EE | $3,097 | $2,536+22.1% | $4,232-26.8% | $2,544+21.7% |
| Participant deferral / active EE | $2,763 | $4,358-36.6% | $5,602-50.7% | $4,237-34.8% |
| Admin fee / account holder | $349 | $755-53.8% | $10,323-96.6% | $593-41.2% |