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 BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $86,023 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,125 | $78,483+216.2% | $106,201+133.6% | $74,546+232.8% |
| Participation rate | 98.6% | 72.8%+25.8pp | 75.3%+23.4pp | 67.2%+31.4pp |
| Annual return | 13.48% | 15.94%-2.5pp | 116.26%-102.8pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $14,320 | $2,522+467.9% | $3,170+351.8% | $2,624+445.7% |
| Participant deferral / active EE | $13,579 | $4,320+214.3% | $5,012+170.9% | $4,347+212.3% |
| Admin fee / account holder | $457 | $2,236-79.5% | $11,039-95.9% | $1,944-76.5% |