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.7+ years Service code 99 · EIN 91-2046298 | Other Fees | $27,724 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $38,364 | $72,607-47.2% | $90,749-57.7% | $66,914-42.7% |
| Participation rate | 64.2% | 73.7%-9.5pp | 75.7%-11.5pp | 69.8%-5.7pp |
| Annual return | -10.84% | -12.28%+1.4pp | -12.16%+1.3pp | 1.58%-12.4pp |
| Employer contribution / active EE | $972 | $2,369-59.0% | $2,921-66.7% | $2,544-61.8% |
| Participant deferral / active EE | $1,637 | $3,977-58.8% | $4,564-64.1% | $4,237-61.4% |
| Admin fee / account holder | $5 | $707-99.3% | $8,445-99.9% | $593-99.1% |