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 14 · EIN 20-2807852 | Plan Administrator | $10,138 |
Service code 13 · EIN 59-3092339 | Contract Administrator | $9,493 |
MCKNIGHT ADVISORY GROUP1 year Service code 26 1800 S RUTHERFORD BLVD · MURFREESBORO, TN 37130 | Advisory (Participants) | $7,242 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,967 | $65,322-41.9% | $70,449-46.1% | $73,488-48.3% |
| Participation rate | 43.3% | 77.0%-33.6pp | 75.1%-31.7pp | 70.7%-27.4pp |
| Annual return | 6.70% | 15.71%-9.0pp | 109.03%-102.3pp | 28.51%-21.8pp |
| Employer contribution / active EE | $1,045 | $2,460-57.5% | $2,737-61.8% | $2,270-54.0% |
| Participant deferral / active EE | $1,270 | $3,375-62.4% | $3,709-65.8% | $3,740-66.0% |
| Admin fee / account holder | $382 | $214+78.6% | $3,845-90.1% | $513-25.5% |