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 |
|---|---|---|
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WAY STE 115 · BRENTWOOD, TN 370274538 | Contract Administrator | $5,268 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,387 | $64,707-29.9% | $112,228-59.6% | $68,494-33.7% |
| Participation rate | 54.7% | 67.2%-12.4pp | 75.1%-20.3pp | 67.9%-13.2pp |
| Annual return | -14.89% | -11.40%-3.5pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,308 | $2,746-52.4% | $3,635-64.0% | $2,596-49.6% |
| Participant deferral / active EE | $3,506 | $3,565-1.6% | $4,728-25.8% | $4,027-12.9% |
| Admin fee / account holder | $34 | $5,232-99.3% | $6,410-99.5% | $5,403-99.4% |