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 99 · EIN 62-1230706 515 MARKET STREET, STE 500 · KNOXVILLE, TN 37902 | Other Fees | $24,290 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,621 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $13,232 |
COULTER & JUSTUS2 years Filed as: COULTER & JUSTUS, PC Service code 10 9717 COGDILL ROAD, SUITE 201 · KNOXVILLE, TN 37932 | Accounting | $12,750 |
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 | $39,917 | $59,417-32.8% | $93,606-57.4% | $74,495-46.4% |
| Participation rate | 88.3% | 59.7%+28.6pp | 68.7%+19.6pp | 67.2%+21.1pp |
| Annual return | 10.92% | 81.83%-70.9pp | 133.20%-122.3pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,931 | $1,264+52.8% | $2,420-20.2% | $2,623-26.4% |
| Participant deferral / active EE | $2,771 | $3,050-9.1% | $4,411-37.2% | $4,346-36.2% |
| Admin fee / account holder | $316 | $3,021-89.6% | $8,285-96.2% | $1,942-83.7% |