See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3 years Service code 27 · EIN 63-0371391 1900 5TH AVENUE NORTH · BIRMINGHAM, AL 35203 | Advisory (Plan) | $13,383 |
Filed as: MASSACHUSETTS MUTUAL LIFE INAURANCE Service code 62 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping fees; Float revenue | $11,650 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $3,429 |
Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $646 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $146 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 · EIN 26-3310639 200 LAKE DRIVE EAST · CHERRY HILL, NJ 08002 | Contract Administrator | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,966 | $73,867-36.4% | $143,757-67.3% | $68,494-31.4% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -10.68% | 1.01%-11.7pp | -0.04%-10.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,948 | $3,184-38.8% | $4,951-60.7% | $2,596-25.0% |
| Participant deferral / active EE | $2,623 | $3,384-22.5% | $5,637-53.5% | $4,027-34.9% |
| Admin fee / account holder | $208 | $5,755-96.4% | $14,673-98.6% | $5,403-96.2% |