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 |
|---|---|---|
REGIONS BANK2+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $61,130 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,318 |
BEASON & NALLEY, INC2+ years Service code 10 101 MONROE ST · HUNTSVILLE, AL 358014829 | Accounting | $6,000 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $1,444 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $226,958 | $75,183+201.9% | $123,892+83.2% | $55,167+311.4% |
| Participation rate | 99.1% | 72.8%+26.3pp | 81.4%+17.7pp | 69.0%+30.1pp |
| Annual return | 8.51% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $11,354 | $2,823+302.1% | $4,617+145.9% | $1,963+478.5% |
| Participant deferral / active EE | $6,922 | $5,084+36.1% | $5,984+15.7% | $3,054+126.6% |
| Admin fee / account holder | $499 | $663-24.6% | $8,357-94.0% | $504-0.9% |