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 | $18,944 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 ADDRESS IS 1 GLENLAKE PARKWAY, · ATLANTA, GA 30328 | Advisory (Plan) | $18,840 |
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 | $59,534 | $60,545-1.7% | $92,233-35.5% | $69,631-14.5% |
| Participation rate | 33.7% | 72.2%-38.4pp | 76.5%-42.7pp | 70.7%-37.0pp |
| Annual return | 17.81% | 19.71%-1.9pp | 176.28%-158.5pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $402 | $2,633-84.7% | $3,679-89.1% | $2,032-80.2% |
| Participant deferral / active EE | $1,848 | $2,828-34.6% | $3,897-52.6% | $3,224-42.7% |
| Admin fee / account holder | $297 | $145+105.4% | $5,194-94.3% | $110+169.3% |