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 BANK7 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $63,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,733 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,595 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,706 | $77,314+141.5% | $177,989+4.9% | $80,856+130.9% |
| Participation rate | 93.3% | 65.7%+27.6pp | 77.1%+16.2pp | 67.6%+25.7pp |
| Annual return | 13.42% | 18.09%-4.7pp | 294.48%-281.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $25,952 | $2,292+1032.3% | $3,949+557.2% | $2,755+842.1% |
| Participant deferral / active EE | $26,672 | $4,411+504.7% | $6,276+325.0% | $4,296+520.9% |
| Admin fee / account holder | $654 | $7,191-90.9% | $10,363-93.7% | $6,918-90.5% |