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 BANK1 year Service code 27 · EIN 63-0927507 | Advisory (Plan) | $14,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,721 |
MORGAN STANLEY SMITH BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $4,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $52,681 | $73,102-27.9% | $123,544-57.4% | $56,287-6.4% |
| Participation rate | 37.5% | 74.3%-36.8pp | 82.3%-44.8pp | 69.9%-32.4pp |
| Annual return | -0.25% | 3.01%-3.3pp | 119.20%-119.4pp | -9.96%+9.7pp |
| Employer contribution / active EE | $914 | $2,977-69.3% | $4,628-80.3% | $2,111-56.7% |
| Participant deferral / active EE | $1,851 | $5,423-65.9% | $6,426-71.2% | $3,350-44.7% |
| Admin fee / account holder | $157 | $554-71.6% | $9,284-98.3% | $521-69.8% |