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 BANK5+ years Service code 21 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Bank Trustee | $35,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,297 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,417 | $52,953+46.2% | $172,739-55.2% | $65,185+18.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 26.58% | 30.12%-3.5pp | 802.84%-776.3pp | 29.38%-2.8pp |
| Employer contribution / active EE | $2,802 | $2,190+28.0% | $5,143-45.5% | $2,177+28.7% |
| Participant deferral / active EE | $2,807 | $2,471+13.6% | $5,198-46.0% | $3,514-20.1% |
| Admin fee / account holder | $321 | $472-32.0% | $13,954-97.7% | $847-62.1% |