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 27 340 SEVEN SPRINGS WAY · BRENTWOOD, TN 37027 | Advisory (Plan) | $78,517 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,835 |
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 | $203,250 | $108,549+87.2% | $156,263+30.1% | $85,563+137.5% |
| Participation rate | 77.3% | 77.1%+0.2pp | 78.9%-1.6pp | 66.0%+11.3pp |
| Annual return | 14.47% | 21.79%-7.3pp | 59.47%-45.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $4,762 | $2,690+77.1% | $4,333+9.9% | $2,654+79.5% |
| Participant deferral / active EE | $8,551 | $4,800+78.1% | $6,158+38.9% | $4,375+95.4% |
| Admin fee / account holder | $372 | $650-42.8% | $14,255-97.4% | $834-55.5% |