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 Service code 15 · EIN 63-0371391 | Recordkeeping | $30,054 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,189 |
MEDICAL COST MANAGEMENT1 year Filed as: MEDICAL ASSETS HOLDING COMPANY Service code 13 200 RIVER MARKET AVE · LITTLE ROCK, AR 72201 | Contract Administrator | $9,200 |
THE WELCH GROUP1 year Filed as: WELCH, COUCH, & CO., PA Service code 10 PO BOX 2094 · BATESVILLE, AR 72503 | Accounting | $8,000 |
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.)
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 | $65,799 | $73,823-10.9% | $379,746-82.7% | $73,488-10.5% |
| Participation rate | 43.7% | 73.1%-29.5pp | 78.4%-34.8pp | 70.7%-27.0pp |
| Annual return | 15.44% | 29.06%-13.6pp | 34.90%-19.5pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,070 | $2,472-56.7% | $3,540-69.8% | $2,270-52.9% |
| Participant deferral / active EE | $1,781 | $4,038-55.9% | $6,024-70.4% | $3,740-52.4% |
| Admin fee / account holder | $530 | $607-12.7% | $7,927-93.3% | $513+3.2% |