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 BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 21 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Bank Trustee | $39,769 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,758 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,903 | $58,879+54.4% | $178,490-49.1% | $73,488+23.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.02% | 24.86%-8.8pp | 151.07%-135.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,943 | $2,236+31.6% | $5,011-41.3% | $2,270+29.7% |
| Participant deferral / active EE | $3,004 | $2,567+17.0% | $5,202-42.3% | $3,740-19.7% |
| Admin fee / account holder | $338 | $400-15.5% | $13,984-97.6% | $513-34.1% |