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 BANK1+ years Filed as: REGIONS Service code 12 · EIN 63-0371391 | Claims processing | $15,922 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 12 · EIN 11-3665754 | Claims processing | $5,310 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,701 | $52,519-26.3% | $155,790-75.2% | $59,632-35.1% |
| Participation rate | 73.1% | 61.7%+11.4pp | 76.1%-3.0pp | 68.7%+4.4pp |
| Annual return | -1.37% | 53.51%-54.9pp | 71.54%-72.9pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,171 | $1,589-26.3% | $3,836-69.5% | $2,203-46.8% |
| Participant deferral / active EE | $2,872 | $3,084-6.9% | $4,797-40.1% | $3,192-10.0% |
| Admin fee / account holder | $1,639 | $3,540-53.7% | $7,478-78.1% | $4,297-61.9% |