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 15 · EIN 13-3689044 | Recordkeeping | $79,956 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $30,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,365 | $48,471-49.7% | $182,532-86.7% | $67,579-63.9% |
| Participation rate | 69.0% | 67.2%+1.8pp | 78.0%-9.0pp | 71.3%-2.3pp |
| Annual return | 23.47% | 31.08%-7.6pp | 148.54%-125.1pp | 378.56%-355.1pp |
| Employer contribution / active EE | $468 | $1,461-68.0% | $4,076-88.5% | $2,148-78.2% |
| Participant deferral / active EE | $2,247 | $3,324-32.4% | $5,524-59.3% | $3,539-36.5% |
| Admin fee / account holder | $185 | $151+22.6% | $8,592-97.8% | $142+30.3% |