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 BANK6 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $77,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,420 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,013 |
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 | $186,073 | $70,669+163.3% | $169,368+9.9% | $75,163+147.6% |
| Participation rate | 97.2% | 64.8%+32.4pp | 77.1%+20.1pp | 67.2%+30.0pp |
| Annual return | 18.43% | 36.36%-17.9pp | 405.60%-387.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $21,947 | $2,211+892.8% | $4,013+446.9% | $2,670+722.1% |
| Participant deferral / active EE | $21,960 | $4,311+409.4% | $6,221+253.0% | $4,125+432.3% |
| Admin fee / account holder | $877 | $5,402-83.8% | $9,003-90.3% | $5,651-84.5% |