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 BANK3+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $68,494 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,270 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $6,500 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $1,756 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,134 | $80,753+219.7% | $136,294+89.4% | $62,292+314.4% |
| Participation rate | 91.6% | 73.5%+18.1pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 17.98% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $24,166 | $2,884+738.0% | $4,695+414.7% | $2,042+1083.3% |
| Participant deferral / active EE | $6,712 | $5,164+30.0% | $6,247+7.4% | $3,169+111.8% |
| Admin fee / account holder | $536 | $525+2.0% | $9,243-94.2% | $479+11.8% |