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 |
|---|---|---|
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $27,594 |
DANIELS, IRWIN & AYLOR1 year Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 | Accounting | $12,700 |
BRANSTETTER, STRANCH & JENNINGS4+ years Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILE, TN 37203 | Legal | $3,600 |
MUTUAL FUNDS4+ years Service code 19 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $8,754 | $106,236-91.8% | $112,228-92.2% | $64,808-86.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -9.69% | -6.02%-3.7pp | 27.45%-37.1pp | 32.82%-42.5pp |
| Employer contribution / active EE | $2,807 | $3,166-11.3% | $3,635-22.8% | $2,506+12.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $84 | $452-81.3% | $6,410-98.7% | $188-55.1% |