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 Service code 99 · EIN 91-2046298 | Other Fees | $30,658 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,518 | $78,485-42.0% | $106,213-57.1% | $74,495-38.9% |
| Participation rate | 92.1% | 72.8%+19.3pp | 75.3%+16.8pp | 67.2%+24.9pp |
| Annual return | 14.50% | 15.95%-1.4pp | 116.14%-101.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,602 | $2,523-36.5% | $3,171-49.5% | $2,623-38.9% |
| Participant deferral / active EE | $2,603 | $4,322-39.8% | $5,016-48.1% | $4,346-40.1% |
| Admin fee / account holder | $7 | $2,232-99.7% | $11,033-99.9% | $1,942-99.7% |