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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 3050 BUSINESS PARK CIRCLE, STE 402 · GOODLETTSVILLE, TN 37072 | Other Services | $27,240 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,071 |
AVONDALE PARTNERS LLC2+ years Service code 27 3102 WEST END AVE, STE 1100 · NASHVILLE, TN 37203 | Advisory (Plan) | $14,614 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,873 | $71,192-62.3% | $117,854-77.2% | $62,292-56.9% |
| Participation rate | 90.8% | 74.2%+16.6pp | 79.7%+11.1pp | 69.5%+21.3pp |
| Annual return | 22.28% | 18.66%+3.6pp | 335.08%-312.8pp | 28.90%-6.6pp |
| Employer contribution / active EE | $2,192 | $1,934+13.4% | $3,786-42.1% | $2,042+7.4% |
| Participant deferral / active EE | $5,156 | $3,189+61.7% | $4,482+15.0% | $3,169+62.7% |
| Admin fee / account holder | $265 | $587-54.8% | $8,020-96.7% | $479-44.6% |