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 BANK7+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $64,294 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,165 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,547 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,349 | $72,482+31.5% | $129,110-26.1% | $64,808+47.1% |
| Participation rate | 99.2% | 79.2%+19.9pp | 77.3%+21.9pp | 71.5%+27.7pp |
| Annual return | -16.03% | -9.08%-7.0pp | -10.94%-5.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $9,957 | $4,247+134.4% | $5,052+97.1% | $2,506+297.4% |
| Participant deferral / active EE | $11,202 | $5,679+97.3% | $6,542+71.2% | $4,310+159.9% |
| Admin fee / account holder | $202 | $144+40.0% | $14,302-98.6% | $188+7.6% |