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 Service code 15 · EIN 63-0371391 | Recordkeeping | $36,614 |
WEAR, HOWELL, STRICKLAND, QUINN1+ years Service code 10 1323 STRATFORD RD, SE · DECATUR, AL 35601 | Accounting | $20,926 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $20,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,058 | $37,117+10.6% | $147,614-72.2% | $55,191-25.6% |
| Participation rate | 31.6% | 63.6%-32.0pp | 84.6%-53.0pp | 69.2%-37.6pp |
| Annual return | 1.01% | 3.44%-2.4pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $128 | $1,620-92.1% | $5,564-97.7% | $1,899-93.3% |
| Participant deferral / active EE | $1,419 | $1,985-28.5% | $4,895-71.0% | $3,046-53.4% |
| Admin fee / account holder | $246 | $86+187.7% | $11,611-97.9% | $91+171.2% |