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 6-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 |
|---|---|---|
BRANSTETTER, STRANCH & JENNINGS1+ years Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILE, TN 37203 | Legal | $35,617 |
MUTUAL FUNDS1+ years Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,748 | $66,601-80.9% | $92,893-86.3% | $67,579-81.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 0.00% | 92.58%-92.6pp | 109.41%-109.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $1,272 | $2,775-54.2% | $3,653-65.2% | $2,148-40.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $100 | $199-49.6% | $5,794-98.3% | $142-29.6% |