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 15 · EIN 84-0467907 | Recordkeeping | $103,267 |
FIRST HORIZON ADVISORS INC2 years Filed as: FIRST HORIZON ADVISORS, INC. Service code 17 · EIN 62-1254528 | Pension Consulting | $86,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,859 | $56,485+319.3% | $185,823+27.5% | $86,799+172.9% |
| Participation rate | 89.3% | 65.5%+23.9pp | 81.7%+7.6pp | 72.3%+17.1pp |
| Annual return | 13.43% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.5pp |
| Employer contribution / active EE | $5,073 | $1,843+175.3% | $5,167-1.8% | $2,405+110.9% |
| Participant deferral / active EE | $4,125 | $2,553+61.6% | $5,568-25.9% | $4,131-0.1% |
| Admin fee / account holder | $220 | $150+47.2% | $16,237-98.6% | $170+29.9% |