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 | $59,402-32.8% | $93,654-57.4% | $74,546-46.5% |
| Participation rate | 88.3% | 59.7%+28.6pp | 68.7%+19.6pp | 67.2%+21.1pp |
| Annual return | 10.92% | 81.86%-70.9pp | 133.34%-122.4pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $1,931 | $1,265+52.7% | $2,421-20.2% | $2,624-26.4% |
| Participant deferral / active EE | $2,771 | $3,049-9.1% | $4,413-37.2% | $4,347-36.3% |
| Admin fee / account holder | $316 | $3,023-89.6% | $8,282-96.2% | $1,944-83.8% |