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 |
|---|---|---|
FIRST HORIZON ADVISORS INC4 years Filed as: FIRST HORIZON ADVISORS Service code 27 165 MADISON AVE · MEMPHIS, TN 38103 | Advisory (Plan) | $17,852 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,597 | $34,932+73.5% | $56,441+7.4% | $74,546-18.7% |
| Participation rate | 30.7% | 32.9%-2.2pp | 52.5%-21.8pp | 67.2%-36.5pp |
| Annual return | 14.34% | 24.90%-10.6pp | 1704.21%-1689.9pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $195 | $608-67.9% | $1,039-81.2% | $2,624-92.6% |
| Participant deferral / active EE | $1,404 | $1,173+19.7% | $1,953-28.1% | $4,347-67.7% |
| Admin fee / account holder | $240 | $2,359-89.8% | $2,829-91.5% | $1,944-87.7% |