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 BANK4+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $79,846 |
Service code 37 · EIN 04-2647786 | Loan Processing | $76,083 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,881 |
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 | $61,793 | $43,999+40.4% | $79,464-22.2% | $55,725+10.9% |
| Participation rate | 91.1% | 66.9%+24.2pp | 73.3%+17.7pp | 70.9%+20.2pp |
| Annual return | -5.70% | 1.81%-7.5pp | 718.14%-723.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,787 | $1,830+52.3% | $2,800-0.5% | $2,078+34.1% |
| Participant deferral / active EE | $3,504 | $2,538+38.1% | $3,704-5.4% | $3,356+4.4% |
| Admin fee / account holder | $257 | $118+119.0% | $5,113-95.0% | $115+123.5% |