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 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $44,172 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA CO Service code 10 NINE GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $6,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,048 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $211,827 | $99,957+111.9% | $149,696+41.5% | $73,488+188.2% |
| Participation rate | 85.2% | 75.7%+9.5pp | 82.5%+2.7pp | 70.7%+14.5pp |
| Annual return | 17.68% | 53.87%-36.2pp | 276.60%-258.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,833 | $3,191-42.5% | $4,644-60.5% | $2,270-19.2% |
| Participant deferral / active EE | $9,459 | $6,073+55.8% | $6,842+38.3% | $3,740+152.9% |
| Admin fee / account holder | $428 | $551-22.3% | $9,309-95.4% | $513-16.6% |