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 BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $348,073 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $186,070 |
TMH6 years Service code 10 · EIN 20-5857627 | Accounting | $84,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,723 | $140,910-57.6% | $76,002-21.4% | $106,408-43.9% |
| Participation rate | 27.1% | 64.1%-37.0pp | 69.1%-41.9pp | 69.9%-42.7pp |
| Annual return | 16.33% | 16.51%-0.2pp | 360.07%-343.7pp | 17.37%-1.0pp |
| Employer contribution / active EE | $569 | $5,354-89.4% | $2,688-78.8% | $3,361-83.1% |
| Participant deferral / active EE | $1,885 | $5,004-62.3% | $4,257-55.7% | $5,567-66.1% |
| Admin fee / account holder | $180 | $117+53.7% | $6,414-97.2% | $79+127.9% |