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 27 607 COMMONS DR. · GALLATIN, TN 370666318 | Advisory (Plan) | $64,088 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $24,173 |
SHERIDAN ROAD ADVISORS LLC6 years Filed as: HUB INTERNATIONAL GULF SOUTH LIMITE Service code 13 3510 N. CAUSEWAY BLVD., STE. 300 · METAIRIE, LA 700023531 | Contract Administrator | $4,111 |
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 | $154,413 | $55,415+178.6% | $155,509-0.7% | $74,495+107.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.43% | 268.50%-254.1pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $5,177 | $2,267+128.4% | $4,672+10.8% | $2,623+97.4% |
| Participant deferral / active EE | $5,701 | $2,836+101.0% | $5,626+1.3% | $4,346+31.2% |
| Admin fee / account holder | $402 | $1,738-76.8% | $15,912-97.5% | $1,942-79.3% |