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 5-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 13 · EIN 06-1050034 | Contract Administrator | $380,193 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $100,000 |
PAIGE GOLDING1 year Filed as: PAIGE STEPHENS Service code 56 1283 MURFREESBORO ROAD · NASHVILLE, TN 37217 | Non-monetary compensation | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,462 | $68,062-67.0% | $185,823-87.9% | $106,520-78.9% |
| Participation rate | 79.5% | 75.2%+4.2pp | 81.7%-2.2pp | 71.3%+8.1pp |
| Annual return | 14.66% | 18.20%-3.5pp | 122.05%-107.4pp | 19.28%-4.6pp |
| Employer contribution / active EE | $880 | $1,997-55.9% | $5,167-83.0% | $2,840-69.0% |
| Participant deferral / active EE | $2,850 | $3,990-28.6% | $5,568-48.8% | $4,948-42.4% |
| Admin fee / account holder | $49 | $53-7.4% | $16,237-99.7% | $75-34.5% |