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 |
|---|---|---|
FIRST HORIZON ADVISORS INC6 years Filed as: FIRST HORIZON BANK, NA Service code 21 · EIN 62-1382556 | Bank Trustee | $46,442 |
Filed as: ALEXANDER THOMPSON ARNOLD PC Service code 10 · EIN 62-1110839 | Accounting | $9,350 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $5,500 |
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 | $75,353 | $86,944-13.3% | $107,525-29.9% | $74,304+1.4% |
| Participation rate | 98.9% | 59.6%+39.3pp | 75.1%+23.8pp | 60.3%+38.5pp |
| Annual return | 11.40% | 23.52%-12.1pp | 181.32%-169.9pp | 29.43%-18.0pp |
| Employer contribution / active EE | $3,641 | $2,757+32.1% | $3,754-3.0% | $2,241+62.5% |
| Participant deferral / active EE | $2,726 | $3,554-23.3% | $5,116-46.7% | $3,767-27.6% |
| Admin fee / account holder | $302 | $3,727-91.9% | $8,919-96.6% | $2,969-89.8% |