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 BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $74,922 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,597 | $89,436-42.3% | $164,813-68.7% | $77,643-33.5% |
| Participation rate | 86.4% | 78.6%+7.8pp | 78.6%+7.8pp | 70.6%+15.9pp |
| Annual return | 14.16% | 28.83%-14.7pp | 69.93%-55.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,678 | $2,569-34.7% | $4,341-61.4% | $2,726-38.5% |
| Participant deferral / active EE | $5,229 | $4,897+6.8% | $6,031-13.3% | $4,647+12.5% |
| Admin fee / account holder | $78 | $339-76.9% | $12,690-99.4% | $430-81.8% |