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 BANK6+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $38,849 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,226 |
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 | $29,971 | $58,879-49.1% | $178,490-83.2% | $73,488-59.2% |
| Participation rate | 74.5% | 66.2%+8.3pp | 81.9%-7.4pp | 70.7%+3.8pp |
| Annual return | 14.36% | 24.86%-10.5pp | 151.07%-136.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,498 | $2,236-33.0% | $5,011-70.1% | $2,270-34.0% |
| Participant deferral / active EE | $4,200 | $2,567+63.6% | $5,202-19.3% | $3,740+12.3% |
| Admin fee / account holder | $282 | $400-29.5% | $13,984-98.0% | $513-45.0% |