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 Service code 99 · EIN 91-2046298 | Other Fees | $26,226 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $84,228 | $84,556-0.4% | $116,228-27.5% | $74,304+13.4% |
| Participation rate | 23.3% | 66.0%-42.7pp | 74.6%-51.2pp | 60.3%-37.0pp |
| Annual return | -41.40% | 18.35%-59.8pp | 90.06%-131.5pp | 29.43%-70.8pp |
| Employer contribution / active EE | $819 | $2,168-62.2% | $2,994-72.7% | $2,241-63.5% |
| Participant deferral / active EE | $1,417 | $3,814-62.8% | $4,953-71.4% | $3,767-62.4% |
| Admin fee / account holder | $553 | $3,792-85.4% | $11,989-95.4% | $2,969-81.4% |