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 15 · EIN 62-1291257 | Recordkeeping | $93,191 |
Service code 26 5110 MARYLAND WAY, SUITE 300 · BRENTWOOD, TN 37027 | Advisory (Participants) | $12,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,305 | $46,173+82.6% | $170,442-50.5% | $69,631+21.1% |
| Participation rate | 69.2% | 63.9%+5.3pp | 83.6%-14.4pp | 70.7%-1.5pp |
| Annual return | 19.69% | 21.62%-1.9pp | 205.93%-186.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $1,857 | $1,610+15.3% | $5,433-65.8% | $2,032-8.6% |
| Participant deferral / active EE | $3,266 | $2,080+57.0% | $4,939-33.9% | $3,224+1.3% |
| Admin fee / account holder | $304 | $116+162.5% | $13,880-97.8% | $110+175.6% |