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 BANK5+ years Filed as: REGIONS TRUST Service code 24 · EIN 63-0371391 | Discretionary Trustee | $28,217 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,870 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $50,281 | $76,367-34.2% | $93,606-46.3% | $72,985-31.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.59% | 25.82%-8.2pp | 32.76%-15.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,895 | $2,275-16.7% | $2,718-30.3% | $2,440-22.3% |
| Participant deferral / active EE | $3,393 | $3,538-4.1% | $4,069-16.6% | $3,607-5.9% |
| Admin fee / account holder | $287 | $6,838-95.8% | $7,888-96.4% | $5,124-94.4% |