Filed April 29, 2026
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $112,261 |
REGIONS BANK7 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $75,000 |
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 | $56,652 | $122,186-53.6% | $146,958-61.5% | $199,593-71.6% |
| Participation rate | 88.2% | 78.3%+9.9pp | 82.2%+6.0pp | 72.0%+16.2pp |
| Annual return | 15.78% | 30.56%-14.8pp | 418.34%-402.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $1,285 | $4,093-68.6% | $4,933-74.0% | $3,034-57.7% |
| Participant deferral / active EE | $6,323 | $8,502-25.6% | $8,070-21.6% | $5,087+24.3% |
| Admin fee / account holder | $100 | $179-44.0% | $12,998-99.2% | $269-62.7% |