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 BANK2+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $23,225 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,255 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,668 | $46,732-66.5% | $156,549-90.0% | $55,167-71.6% |
| Participation rate | 74.6% | 65.8%+8.8pp | 84.0%-9.4pp | 69.0%+5.6pp |
| Annual return | 7.67% | 17.72%-10.0pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $978 | $2,105-53.5% | $5,501-82.2% | $1,963-50.2% |
| Participant deferral / active EE | $3,993 | $2,204+81.1% | $4,871-18.0% | $3,054+30.7% |
| Admin fee / account holder | $184 | $418-56.0% | $13,027-98.6% | $504-63.5% |