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 |
|---|---|---|
WOODMONT INVESTMENT COUNSEL2 years Filed as: WOODMONT INV. COUNSEL LLC Service code 27 401 COMMERCE ST · NASHVILLE, TN 37219 | Advisory (Plan) | $18,957 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,771 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,637 | $99,957-30.3% | $149,696-53.5% | $73,488-5.2% |
| Participation rate | 94.0% | 75.7%+18.3pp | 82.5%+11.5pp | 70.7%+23.3pp |
| Annual return | 20.11% | 53.87%-33.8pp | 276.60%-256.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $952 | $3,191-70.2% | $4,644-79.5% | $2,270-58.0% |
| Participant deferral / active EE | $7,464 | $6,073+22.9% | $6,842+9.1% | $3,740+99.6% |
| Admin fee / account holder | $194 | $551-64.8% | $9,309-97.9% | $513-62.3% |