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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,027 |
REGIONS BANK3 years Filed as: REGIONS FINANCIAL CORPORATION Service code 27 P O BOX 11525 · BIRMINGHAM, AL 352021525 | Advisory (Plan) | $25,808 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,536 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,200 | $85,135-69.2% | $98,907-73.5% | $73,409-64.3% |
| Participation rate | 85.9% | 81.1%+4.8pp | 76.0%+9.9pp | 72.2%+13.7pp |
| Annual return | 11.91% | 19.14%-7.2pp | 196.43%-184.5pp | 59.29%-47.4pp |
| Employer contribution / active EE | $266 | $2,721-90.2% | $2,689-90.1% | $2,234-88.1% |
| Participant deferral / active EE | $2,531 | $4,349-41.8% | $4,244-40.4% | $3,805-33.5% |
| Admin fee / account holder | $126 | $139-9.7% | $6,642-98.1% | $158-20.4% |