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 BANK9 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $54,160 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,879 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,778 | $82,972+3.4% | $103,374-17.0% | $77,671+10.4% |
| Participation rate | 39.4% | 71.5%-32.1pp | 74.5%-35.1pp | 70.6%-31.2pp |
| Annual return | 13.92% | 19.14%-5.2pp | 24.89%-11.0pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,065 | $3,554-70.0% | $3,869-72.5% | $2,726-61.0% |
| Participant deferral / active EE | $3,510 | $4,108-14.6% | $5,058-30.6% | $4,648-24.5% |
| Admin fee / account holder | $455 | $639-28.8% | $8,394-94.6% | $430+5.6% |