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 | $85,214 |
ACUFF & ASSOCIATES, INC.2 years Service code 99 · EIN 62-1477251 | Other Fees | $16,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,618 | $65,061+71.6% | $143,757-22.4% | $66,914+66.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.55% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $7,832 | $2,361+231.8% | $4,951+58.2% | $2,544+207.8% |
| Participant deferral / active EE | $5,405 | $2,919+85.2% | $5,637-4.1% | $4,237+27.6% |
| Admin fee / account holder | $127 | $502-74.7% | $14,673-99.1% | $593-78.6% |