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 13-3689044 | Recordkeeping | $22,402 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 15 · EIN 20-4548831 | Recordkeeping | $4,250 |
ERP RETIREMENT SERVICES3 years Filed as: ERP NASHVILLE LLC Service code 15 · EIN 84-2389190 | Recordkeeping | $3,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,772 | $81,900-46.6% | $119,609-63.4% | $68,494-36.1% |
| Participation rate | 81.3% | 71.9%+9.4pp | 79.3%+2.0pp | 67.9%+13.4pp |
| Annual return | -14.88% | -23.82%+8.9pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,717 | $2,693-36.3% | $4,232-59.4% | $2,596-33.9% |
| Participant deferral / active EE | $3,402 | $4,148-18.0% | $5,602-39.3% | $4,027-15.5% |
| Admin fee / account holder | $325 | $6,582-95.1% | $10,323-96.9% | $5,403-94.0% |