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 | $88,247 |
ACUFF & ASSOCIATES, INC.3 years Service code 99 · EIN 62-1477251 | Other Fees | $19,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,087 | $61,272+99.3% | $149,673-18.4% | $71,457+70.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.99% | 35.85%-18.9pp | 134.42%-117.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $8,444 | $2,378+255.1% | $4,818+75.3% | $2,588+226.3% |
| Participant deferral / active EE | $5,920 | $2,917+102.9% | $5,680+4.2% | $4,289+38.0% |
| Admin fee / account holder | $246 | $1,261-80.5% | $13,210-98.1% | $1,587-84.5% |