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.3 years Filed as: ACUFF & ASSOCIATES INC. Service code 13 320 SEVEN SPRINGS WAY, STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $5,850 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,625 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 | Contract Administrator | $2,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,675 | $44,897-58.4% | $85,009-78.0% | $199,768-90.7% |
| Participation rate | 13.8% | 45.7%-32.0pp | 67.5%-53.7pp | 72.0%-58.3pp |
| Annual return | 9.95% | 20.96%-11.0pp | 66.47%-56.5pp | 34.26%-24.3pp |
| Employer contribution / active EE | $312 | $1,365-77.1% | $2,728-88.6% | $3,037-89.7% |
| Participant deferral / active EE | $559 | $2,668-79.0% | $4,522-87.6% | $5,090-89.0% |
| Admin fee / account holder | $9 | $584-98.4% | $6,153-99.9% | $269-96.6% |