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.3 years Service code 27 · EIN 91-2046298 | Advisory (Plan) | $25,757 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,439 |
Service code 13 11911 KINGSTON PIKE, SUITE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $9,704 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,725 | $54,573-23.5% | $90,951-54.1% | $73,488-43.2% |
| Participation rate | 76.8% | 61.2%+15.6pp | 69.0%+7.8pp | 70.7%+6.1pp |
| Annual return | 13.34% | 16.69%-3.3pp | 134.60%-121.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $295 | $991-70.2% | $2,122-86.1% | $2,270-87.0% |
| Participant deferral / active EE | $3,502 | $2,517+39.1% | $3,373+3.8% | $3,740-6.4% |
| Admin fee / account holder | $260 | $521-50.2% | $5,959-95.6% | $513-49.4% |