See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $19,953 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,628 |
REGIONS BANK1 year Filed as: REGIONS BANK DBA INS CO Service code 99 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Other Fees | $1,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,931 | $89,904-48.9% | $453,369-89.9% | $86,799-47.1% |
| Participation rate | 89.1% | 75.7%+13.4pp | 78.0%+11.1pp | 72.3%+16.8pp |
| Annual return | 13.19% | 19.72%-6.5pp | 64.40%-51.2pp | 97.91%-84.7pp |
| Employer contribution / active EE | $1,867 | $3,279-43.1% | $4,070-54.1% | $2,405-22.4% |
| Participant deferral / active EE | $3,590 | $5,114-29.8% | $6,209-42.2% | $4,131-13.1% |
| Admin fee / account holder | $57 | $156-63.4% | $11,209-99.5% | $170-66.4% |