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 |
|---|---|---|
WEAVER C. BARKSDALE & ASSOCIATES9+ years Filed as: MARTIN & COMPANY, LP Service code 27 · EIN 62-1398934 | Advisory (Plan) | $90,858 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-2638166 | Bank Trustee | $57,393 |
TENNESSEE PENSION ADMINISTRATORS9+ years Service code 15 · EIN 62-1757444 | Recordkeeping | $16,945 |
PUGH & COMPANY, PC9+ years Service code 10 · EIN 62-1142155 | Accounting | $15,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,986 | $91,372-8.1% | $129,995-35.4% | $74,419+12.9% |
| Participation rate | 97.4% | 77.8%+19.6pp | 78.5%+18.9pp | 70.7%+26.6pp |
| Annual return | 10.92% | 23.21%-12.3pp | -137.18%+148.1pp | 34.38%-23.5pp |
| Employer contribution / active EE | $5,958 | $2,563+132.4% | $4,320+37.9% | $2,637+125.9% |
| Participant deferral / active EE | $2,792 | $4,721-40.9% | $5,820-52.0% | $4,528-38.3% |
| Admin fee / account holder | $484 | $283+71.0% | $10,614-95.4% | $348+39.3% |