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 |
|---|---|---|
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $19,822 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,234 | $65,365+50.3% | $92,893+5.7% | $72,985+34.6% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.0%+21.8pp | 69.5%+28.3pp |
| Annual return | 22.92% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,207 | $2,594+23.6% | $3,653-12.2% | $2,440+31.5% |
| Participant deferral / active EE | $6,736 | $3,128+115.3% | $4,236+59.0% | $3,607+86.7% |
| Admin fee / account holder | $138 | $4,251-96.8% | $5,794-97.6% | $5,124-97.3% |