See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $27,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,574 |
BAUER & COMPANY1 year Service code 10 · EIN 47-1743368 | Accounting | $9,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,761 | $101,317-1.5% | $146,958-32.1% | $74,495+33.9% |
| Participation rate | 80.4% | 75.5%+4.9pp | 82.2%-1.7pp | 67.2%+13.2pp |
| Annual return | 15.93% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $790 | $3,810-79.3% | $4,933-84.0% | $2,623-69.9% |
| Participant deferral / active EE | $10,570 | $7,303+44.7% | $8,070+31.0% | $4,346+143.2% |
| Admin fee / account holder | $260 | $1,739-85.0% | $12,998-98.0% | $1,942-86.6% |