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 13 · EIN 42-0127290 | Contract Administrator | $84,876 |
REGIONS BANK10+ years Service code 13 · EIN 63-0371391 | Contract Administrator | $56,246 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,491 | $71,964+287.0% | $167,512+66.3% | $85,563+225.5% |
| Participation rate | 99.2% | 61.0%+38.2pp | 77.1%+22.1pp | 66.0%+33.2pp |
| Annual return | 15.22% | 18.83%-3.6pp | 1615.79%-1600.6pp | 31.51%-16.3pp |
| Employer contribution / active EE | $11,582 | $1,875+517.8% | $3,882+198.4% | $2,654+336.5% |
| Participant deferral / active EE | $11,738 | $4,110+185.6% | $6,405+83.3% | $4,375+168.3% |
| Admin fee / account holder | $203 | $815-75.1% | $9,769-97.9% | $834-75.6% |