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.10+ years Filed as: RATHER & KITTRELL CAPITAL MGT Service code 26 · EIN 91-2046298 | Advisory (Participants) | $41,401 |
TENNESSEE PENSION ADMINISTRATORS10+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $20,269 |
UNIFIED TRUST COMPANY, N.A.10+ years Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $14,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,039 | $88,083-18.2% | $164,813-56.3% | $74,495-3.3% |
| Participation rate | 94.9% | 73.0%+21.9pp | 78.6%+16.3pp | 67.2%+27.7pp |
| Annual return | 12.14% | 17.26%-5.1pp | 69.93%-57.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,268 | $2,593-12.5% | $4,341-47.8% | $2,623-13.5% |
| Participant deferral / active EE | $3,185 | $4,498-29.2% | $6,031-47.2% | $4,346-26.7% |
| Admin fee / account holder | $275 | $2,234-87.7% | $12,690-97.8% | $1,942-85.8% |