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 |
|---|---|---|
REGION'S BANK11+ years Service code 27 · EIN 13-6115217 | Advisory (Plan) | $45,128 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,510 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,370 | $96,484-14.6% | $156,263-47.3% | $74,304+10.9% |
| Participation rate | 94.3% | 67.7%+26.6pp | 78.9%+15.4pp | 60.3%+33.9pp |
| Annual return | 20.13% | 17.73%+2.4pp | 59.47%-39.3pp | 29.43%-9.3pp |
| Employer contribution / active EE | $1,911 | $2,528-24.4% | $4,333-55.9% | $2,241-14.7% |
| Participant deferral / active EE | $5,762 | $4,286+34.4% | $6,158-6.4% | $3,767+53.0% |
| Admin fee / account holder | $272 | $3,728-92.7% | $14,255-98.1% | $2,969-90.8% |