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 13 · EIN 42-0127290 | Contract Administrator | $57,770 |
BRUNER-COX LLP1 year Filed as: BRUNER, ROBERT J. Service code 49 605 CHESTNUT ST STE 300 · CHATTANOOGA, TN 374500006 | Other Services | $13,213 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,969 | $36,916+97.7% | $156,549-53.4% | $57,658+26.6% |
| Participation rate | 99.1% | 63.4%+35.7pp | 84.0%+15.1pp | 70.2%+28.9pp |
| Annual return | 5.99% | 12.38%-6.4pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $3,531 | $1,571+124.8% | $5,501-35.8% | $1,974+78.9% |
| Participant deferral / active EE | $3,848 | $1,926+99.8% | $4,871-21.0% | $3,061+25.7% |
| Admin fee / account holder | $160 | $82+93.5% | $13,027-98.8% | $95+68.9% |