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 | $93,621 |
REGIONS BANK1 year Filed as: REGIONS INSTITUTIONAL TRUST SERVICE Service code 16 · EIN 63-0371391 | Consulting | $33,008 |
Service code 16 · EIN 47-1411118 | Consulting | $11,773 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,731 | $56,638-40.4% | $169,368-80.1% | $74,419-54.7% |
| Participation rate | 68.7% | 67.5%+1.2pp | 77.1%-8.4pp | 70.7%-2.0pp |
| Annual return | 15.94% | 24.75%-8.8pp | 405.60%-389.7pp | 34.38%-18.4pp |
| Employer contribution / active EE | $558 | $2,027-72.5% | $4,013-86.1% | $2,637-78.8% |
| Participant deferral / active EE | $2,601 | $4,223-38.4% | $6,221-58.2% | $4,528-42.6% |
| Admin fee / account holder | $236 | $307-22.9% | $9,003-97.4% | $348-32.1% |