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 |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST Service code 15 · EIN 61-1256314 | Recordkeeping | $28,493 |
RATHER & KITTRELL, INC.10+ years Filed as: RATHER & KITTRELL CAPITAL MGMT Service code 26 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Participants) | $19,726 |
TENNESSEE PENSION ADMINISTRATORS10+ years Service code 13 11911 KINGSTON PIKE, SUITE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $11,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,066 | $69,763-54.0% | $67,502-52.5% | $74,495-57.0% |
| Participation rate | 57.0% | 71.4%-14.4pp | 72.9%-15.9pp | 67.2%-10.2pp |
| Annual return | 9.80% | -40.34%+50.1pp | 3512.12%-3502.3pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $690 | $2,704-74.5% | $2,731-74.7% | $2,623-73.7% |
| Participant deferral / active EE | $1,411 | $3,636-61.2% | $4,000-64.7% | $4,346-67.5% |
| Admin fee / account holder | $370 | $896-58.6% | $3,998-90.7% | $1,942-80.9% |