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 10 · EIN 62-1132799 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Accounting | $420,020 |
BOND BROTHERS2+ years Filed as: BOND BEEBE ACCOUNTANTS AND ADVISORS Service code 10 · EIN 52-1044197 | Accounting | $85,633 |
BREDHOFF & KAISER2+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $41,900 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $37,285 |
Filed as: BUSINESS SYSTEMS & CONSULTANTS Service code 49 · EIN 63-0709118 | Other Services | $31,393 |
FRASIER DEAN AND HOWARD PLLC2+ years Service code 10 · EIN 62-1073578 3310 WEST END AVE STE 5500 · NASHVILLE, TN 37203 | Accounting | $19,000 |
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS MANAGEMENT COMPANY Service code 27 · EIN 23-1707341 1 FREEDOM VALLEY DR · OAKS, PA 19456 | Advisory (Plan) | $15,000 |
US BANK2+ years Service code 49 · EIN 31-0841368 333 COMMERCE ST, STE 900 · NASHVILLE, TN 37201 | Other Services | $14,015 |
Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,436 | $169,122-83.8% | $77,999-64.8% | $329,111-91.7% |
| Participation rate | 74.0% | 88.4%-14.4pp | 75.5%-1.6pp | 67.9%+6.1pp |
| Annual return | 7.53% | 11.00%-3.5pp | 425.96%-418.4pp | 16.35%-8.8pp |
| Employer contribution / active EE | $660 | $5,827-88.7% | $2,470-73.3% | $2,303-71.3% |
| Participant deferral / active EE | $1,061 | $8,046-86.8% | $3,497-69.7% | $3,682-71.2% |
| Admin fee / account holder | $58 | $83-30.0% | $5,480-98.9% | $754-92.3% |