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 |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $81,259 |
RATHER & KITTRELL, INC.11+ years Filed as: RATHER & KITTRELL CAPITAL MGNT. Service code 27 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Plan) | $72,116 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $18,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,592 | $290,732-69.2% | $200,582-55.3% | - |
| Participation rate | 91.2% | 83.9%+7.3pp | 86.9%+4.3pp | - |
| Annual return | 13.78% | 14.10%-0.3pp | 42.33%-28.6pp | - |
| Employer contribution / active EE | $0 | $5,017-100.0% | $6,419-100.0% | - |
| Participant deferral / active EE | $6,281 | $8,241-23.8% | $9,331-32.7% | - |
| Admin fee / account holder | $521 | $8,656-94.0% | $16,305-96.8% | - |