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 |
|---|---|---|
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $78,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,664 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,718 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,842 | $70,879+150.9% | $189,557-6.2% | $79,386+124.0% |
| Participation rate | 98.8% | 68.0%+30.8pp | 78.4%+20.3pp | 70.7%+28.1pp |
| Annual return | 15.66% | 20.70%-5.0pp | 64.17%-48.5pp | 116.85%-101.2pp |
| Employer contribution / active EE | $15,976 | $1,806+784.5% | $4,412+262.1% | $2,427+558.1% |
| Participant deferral / active EE | $16,058 | $4,081+293.5% | $6,174+160.1% | $4,046+296.9% |
| Admin fee / account holder | $793 | $647+22.5% | $9,807-91.9% | $626+26.6% |