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 BANK6+ years Filed as: REGIONS TRUST Service code 24 · EIN 63-0371391 | Discretionary Trustee | $34,418 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,028 |
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 | $47,081 | $70,908-33.6% | $98,907-52.4% | $73,488-35.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 12.46% | 34.17%-21.7pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,058 | $2,036-48.0% | $2,689-60.6% | $2,270-53.4% |
| Participant deferral / active EE | $2,345 | $3,500-33.0% | $4,244-44.8% | $3,740-37.3% |
| Admin fee / account holder | $302 | $535-43.5% | $6,642-95.5% | $513-41.1% |