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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $77,069 |
RATHER & KITTRELL, INC.8 years Filed as: RATHER & KITTRELL INC Service code 27 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Plan) | $49,971 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,681 | $45,031+83.6% | $85,009-2.7% | $77,671+6.5% |
| Participation rate | 89.0% | 48.7%+40.3pp | 67.5%+21.5pp | 70.6%+18.4pp |
| Annual return | 16.09% | 79.22%-63.1pp | 66.47%-50.4pp | 31.21%-15.1pp |
| Employer contribution / active EE | $3,610 | $1,609+124.3% | $2,728+32.3% | $2,726+32.4% |
| Participant deferral / active EE | $10,690 | $2,807+280.8% | $4,522+136.4% | $4,648+130.0% |
| Admin fee / account holder | $145 | $912-84.1% | $6,153-97.6% | $430-66.3% |