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 99 200 GLEN ECHO ROAD · NASHVILLE, TN 37215 | Other Fees | $133,935 |
ACUFF & ASSOCIATES, INC.1 year Service code 99 · EIN 62-1586159 | Other Fees | $14,125 |
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 | $137,757 | $61,156+125.3% | $185,823-25.9% | $79,386+73.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.35% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $7,916 | $2,321+241.2% | $5,167+53.2% | $2,427+226.1% |
| Participant deferral / active EE | $5,059 | $2,789+81.4% | $5,568-9.1% | $4,046+25.0% |
| Admin fee / account holder | $325 | $710-54.2% | $16,237-98.0% | $626-48.1% |