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 BANK8+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $57,132 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,092 | $102,197+14.6% | $142,449-17.8% | $74,419+57.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 70.7%+29.3pp |
| Annual return | 20.65% | 19.73%+0.9pp | 19.99%+0.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $13,630 | $5,052+169.8% | $4,847+181.2% | $2,637+416.8% |
| Participant deferral / active EE | $15,864 | $6,304+151.7% | $6,283+152.5% | $4,528+250.4% |
| Admin fee / account holder | $158 | $186-14.8% | $10,011-98.4% | $348-54.5% |