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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,930 |
REGIONS BANK3+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $17,814 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,820 | $60,396-72.2% | $111,392-84.9% | $56,287-70.1% |
| Participation rate | 96.1% | 72.4%+23.7pp | 78.9%+17.2pp | 69.9%+26.2pp |
| Annual return | -5.04% | 20.26%-25.3pp | -2.06%-3.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,903 | $3,459-45.0% | $4,328-56.0% | $2,111-9.8% |
| Participant deferral / active EE | $2,763 | $4,421-37.5% | $5,567-50.4% | $3,350-17.5% |
| Admin fee / account holder | $212 | $610-65.2% | $12,266-98.3% | $521-59.3% |