See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,598 |
REGIONS BANK8+ years Service code 50 · EIN 63-0371391 | Direct Payment | $1,010 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,187 | $65,061+290.7% | $143,757+76.8% | $66,914+279.9% |
| Participation rate | 64.0% | 65.2%-1.1pp | 80.3%-16.3pp | 69.8%-5.8pp |
| Annual return | -15.87% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,353 | $2,361+42.0% | $4,951-32.3% | $2,544+31.8% |
| Participant deferral / active EE | $6,677 | $2,919+128.8% | $5,637+18.5% | $4,237+57.6% |
| Admin fee / account holder | $66 | $502-86.9% | $14,673-99.6% | $593-88.9% |