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 BANK3+ years Service code 21 PO BOX 11007 · BIRMINGHANM, AL 35288 | Bank Trustee | $25,278 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,074 |
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 | $74,139 | $55,453+33.7% | $170,442-56.5% | $62,292+19.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.02% | 21.38%-1.4pp | 205.93%-185.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,726 | $2,164+26.0% | $5,433-49.8% | $2,042+33.5% |
| Participant deferral / active EE | $2,422 | $2,303+5.2% | $4,939-51.0% | $3,169-23.6% |
| Admin fee / account holder | $172 | $455-62.2% | $13,880-98.8% | $479-64.1% |