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 37 · EIN 04-2647786 | Loan Processing | $149,461 |
REGIONS BANK1 year Filed as: REGIONS Service code 16 · EIN 63-0371391 | Consulting | $50,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,196 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,034 | $45,000+89.0% | $143,757-40.8% | $77,904+9.2% |
| Participation rate | 78.1% | 66.8%+11.3pp | 80.3%-2.2pp | 73.7%+4.5pp |
| Annual return | -17.51% | 29.03%-46.5pp | -0.04%-17.5pp | 12.21%-29.7pp |
| Employer contribution / active EE | $2,683 | $1,870+43.5% | $4,951-45.8% | $2,848-5.8% |
| Participant deferral / active EE | $6,160 | $3,157+95.2% | $5,637+9.3% | $4,806+28.2% |
| Admin fee / account holder | $56 | $98-43.1% | $14,673-99.6% | $133-57.8% |