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 COUNSEL4 years Filed as: WOODMONT INV. COUNSEL LLC Service code 27 401 COMMERCE ST · NASHVILLE, TN 37219 | Advisory (Plan) | $24,483 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,463 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,971 | $84,487-18.4% | $125,339-45.0% | $66,914+3.1% |
| Participation rate | 96.0% | 76.4%+19.6pp | 82.4%+13.7pp | 69.8%+26.2pp |
| Annual return | -17.64% | -8.39%-9.2pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $930 | $3,553-73.8% | $4,814-80.7% | $2,544-63.4% |
| Participant deferral / active EE | $7,969 | $6,781+17.5% | $7,446+7.0% | $4,237+88.1% |
| Admin fee / account holder | $291 | $685-57.6% | $10,010-97.1% | $593-51.0% |