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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,249 |
REGIONS BANK1 year Filed as: REGIONS BA Service code 26 · EIN 63-6129301 | Advisory (Participants) | $8,717 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,898 | $62,603+280.0% | $104,294+128.1% | $66,914+255.5% |
| Participation rate | 96.6% | 59.6%+37.0pp | 73.3%+23.3pp | 69.8%+26.8pp |
| Annual return | -15.68% | -14.70%-1.0pp | 24.61%-40.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $7,096 | $1,972+259.9% | $3,372+110.5% | $2,544+178.9% |
| Participant deferral / active EE | $9,376 | $2,853+228.7% | $4,625+102.7% | $4,237+121.3% |
| Admin fee / account holder | $100 | $656-84.8% | $7,339-98.6% | $593-83.2% |