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 BANK4+ years Filed as: REGIONS BANK 63-0371391 Service code 27 | Advisory (Plan) | $7,336 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,905 |
Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $232,393 | $85,202+172.8% | $172,739+34.5% | $72,985+218.4% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 15.55% | 27.32%-11.8pp | 802.84%-787.3pp | 81.00%-65.5pp |
| Employer contribution / active EE | $1,314 | $3,324-60.5% | $5,143-74.4% | $2,440-46.1% |
| Participant deferral / active EE | $1,451 | $3,260-55.5% | $5,198-72.1% | $3,607-59.8% |
| Admin fee / account holder | $492 | $5,884-91.6% | $13,954-96.5% | $5,124-90.4% |