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.9+ years Filed as: RATHER & KITTRELL CAPITAL MGT Service code 26 · EIN 91-2046298 | Advisory (Participants) | $35,384 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,069 |
TENNESSEE PENSION ADMINISTRATORS9+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $8,653 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,238 | $82,978-29.8% | $129,995-55.2% | $71,457-18.5% |
| Participation rate | 94.4% | 74.1%+20.3pp | 78.5%+15.9pp | 67.9%+26.4pp |
| Annual return | 13.54% | 20.60%-7.1pp | -137.18%+150.7pp | 28.85%-15.3pp |
| Employer contribution / active EE | $2,091 | $2,622-20.2% | $4,320-51.6% | $2,588-19.2% |
| Participant deferral / active EE | $2,611 | $4,432-41.1% | $5,820-55.1% | $4,289-39.1% |
| Admin fee / account holder | $179 | $1,729-89.7% | $10,614-98.3% | $1,587-88.7% |