See peer percentile detail. $4.99 for your first month.
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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.4 years Service code 27 · EIN 91-2046298 | Advisory (Plan) | $31,977 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,442 |
Service code 13 11911 KINGSTON PIKE, SUITE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $11,051 |
PUGH & COMPANY, PC1 year Filed as: PUGH & COMPANY PC Service code 10 315 N CEDAR BLUFF RD, STE 200 · KNOXVILLE, TN 37923 | Accounting | $5,834 |
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 | $41,612 | $59,263-29.8% | $96,562-56.9% | $79,386-47.6% |
| Participation rate | 81.3% | 61.9%+19.4pp | 69.8%+11.4pp | 70.7%+10.5pp |
| Annual return | 12.50% | 27.07%-14.6pp | 37.78%-25.3pp | 116.85%-104.3pp |
| Employer contribution / active EE | $446 | $1,216-63.3% | $2,356-81.1% | $2,427-81.6% |
| Participant deferral / active EE | $4,273 | $2,948+44.9% | $3,849+11.0% | $4,046+5.6% |
| Admin fee / account holder | $290 | $658-56.0% | $6,181-95.3% | $626-53.8% |