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 BANK5+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $61,961 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,968 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,415 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,870 | $94,621+4.5% | $138,135-28.4% | $73,409+34.7% |
| Participation rate | 99.7% | 83.4%+16.2pp | 78.7%+21.0pp | 72.2%+27.5pp |
| Annual return | 37.15% | 16.57%+20.6pp | 20.51%+16.6pp | 59.29%-22.1pp |
| Employer contribution / active EE | $10,987 | $4,410+149.2% | $5,587+96.7% | $2,234+391.9% |
| Participant deferral / active EE | $13,731 | $6,199+121.5% | $6,431+113.5% | $3,805+260.8% |
| Admin fee / account holder | $227 | $140+61.6% | $11,856-98.1% | $158+43.5% |