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 | $37,786 |
REGIONS BANK5+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $26,514 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,967 | $72,554-69.7% | $138,135-84.1% | $73,488-70.1% |
| Participation rate | 97.5% | 74.8%+22.6pp | 78.7%+18.8pp | 70.7%+26.8pp |
| Annual return | 17.26% | 17.50%-0.2pp | 20.51%-3.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,823 | $3,511-48.1% | $5,587-67.4% | $2,270-19.7% |
| Participant deferral / active EE | $2,714 | $4,908-44.7% | $6,431-57.8% | $3,740-27.4% |
| Admin fee / account holder | $236 | $464-49.3% | $11,856-98.0% | $513-54.1% |