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 BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $17,054 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $16,289 | $44,989-63.8% | $170,442-90.4% | $77,958-79.1% |
| Participation rate | 7.7% | 64.6%-56.9pp | 83.6%-75.9pp | 71.6%-63.9pp |
| Annual return | 15.12% | 19.61%-4.5pp | 205.93%-190.8pp | 20.87%-5.7pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $181 | $2,208-91.8% | $4,939-96.3% | $3,537-94.9% |
| Admin fee / account holder | $147 | $69+112.9% | $13,880-98.9% | $97+50.8% |