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 27 8870 CEDAR SPRINGS LANE, STE 208 · KNOXVILLE, TN 37923 | Advisory (Plan) | $36,411 |
ERISA SERVICES, INC.5 years Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $1,963 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PL SERVICE Service code 64 6455 IRVICE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $800 |
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 | $75,833 | $101,317-25.2% | $146,958-48.4% | $74,495+1.8% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.2%+11.4pp | 67.2%+26.3pp |
| Annual return | 15.78% | 8730.91%-8715.1pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,421 | $3,810-10.2% | $4,933-30.6% | $2,623+30.4% |
| Participant deferral / active EE | $7,655 | $7,303+4.8% | $8,070-5.1% | $4,346+76.1% |
| Admin fee / account holder | $236 | $1,739-86.4% | $12,998-98.2% | $1,942-87.8% |