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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $122,227 |
AB FUNDS4+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $112,588 |
ACUFF & ASSOCIATES, INC.3 years Service code 13 320 SEVEN SPRINGS WAY, SUITE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $30,827 |
WATKINS UIBERALL, PLLC4+ years Filed as: WATKINS UIBERALL PLLC Service code 10 1661 AARON BRENNER · MEMPHIS, TN 38120 | Accounting | $14,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,090 | $2,679,533-98.1% | $164,813-68.4% | $199,593-73.9% |
| Participation rate | 93.6% | 78.3%+15.3pp | 78.6%+15.0pp | 72.0%+21.6pp |
| Annual return | 11.97% | 17.93%-6.0pp | 69.93%-58.0pp | 34.25%-22.3pp |
| Employer contribution / active EE | $1,586 | $2,970-46.6% | $4,341-63.5% | $3,034-47.7% |
| Participant deferral / active EE | $4,385 | $5,010-12.5% | $6,031-27.3% | $5,087-13.8% |
| Admin fee / account holder | $46 | $1,982-97.7% | $12,690-99.6% | $269-82.8% |