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 BANK3+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $44,699 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,700 | $71,192+10.5% | $117,854-33.2% | $62,292+26.3% |
| Participation rate | 61.3% | 74.2%-13.0pp | 79.7%-18.4pp | 69.5%-8.3pp |
| Annual return | 15.85% | 18.66%-2.8pp | 335.08%-319.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $183 | $1,934-90.5% | $3,786-95.2% | $2,042-91.0% |
| Participant deferral / active EE | $2,619 | $3,189-17.9% | $4,482-41.6% | $3,169-17.4% |
| Admin fee / account holder | $299 | $587-49.0% | $8,020-96.3% | $479-37.5% |