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 | $14,929 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $14,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,039 | $57,921-10.2% | $84,750-38.6% | $57,658-9.7% |
| Participation rate | 36.6% | 72.9%-36.4pp | 76.6%-40.0pp | 70.2%-33.7pp |
| Annual return | 6.40% | 10.24%-3.8pp | 22.78%-16.4pp | 5.13%+1.3pp |
| Employer contribution / active EE | $327 | $2,598-87.4% | $3,574-90.9% | $1,974-83.4% |
| Participant deferral / active EE | $1,709 | $2,742-37.7% | $3,712-53.9% | $3,061-44.1% |
| Admin fee / account holder | $249 | $130+91.7% | $5,332-95.3% | $95+163.0% |