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 BANK4+ years Service code 21 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Bank Trustee | $33,775 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,837 | $47,977+35.1% | $154,107-57.9% | $56,287+15.2% |
| Participation rate | 99.3% | 66.2%+33.1pp | 83.0%+16.2pp | 69.9%+29.4pp |
| Annual return | -7.26% | 3.54%-10.8pp | 735.12%-742.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $2,805 | $2,169+29.3% | $5,298-47.1% | $2,111+32.9% |
| Participant deferral / active EE | $2,868 | $2,392+19.9% | $5,081-43.5% | $3,350-14.4% |
| Admin fee / account holder | $367 | $438-16.3% | $13,411-97.3% | $521-29.6% |