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 | $82,630 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $34,816 |
Service code 35 · EIN 43-1947695 | Employee (plan sponsor) | $14,300 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ MEMPHIS Service code 10 · EIN 34-1846498 | Accounting | $7,800 |
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 | $28,762 | $56,152-48.8% | $185,823-84.5% | $73,409-60.8% |
| Participation rate | 78.4% | 67.6%+10.9pp | 78.0%+0.4pp | 72.2%+6.3pp |
| Annual return | 14.67% | 17.59%-2.9pp | 35.95%-21.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $561 | $1,532-63.4% | $4,087-86.3% | $2,234-74.9% |
| Participant deferral / active EE | $2,664 | $3,659-27.2% | $5,632-52.7% | $3,805-30.0% |
| Admin fee / account holder | $231 | $132+75.3% | $9,500-97.6% | $158+46.6% |