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 7-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 LLC7+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $45,536 |
REGIONS BANK7+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $17,948 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,977 | $108,549-27.2% | $156,263-49.5% | $85,563-7.7% |
| Participation rate | 90.3% | 77.1%+13.2pp | 78.9%+11.4pp | 66.0%+24.3pp |
| Annual return | 15.15% | 21.79%-6.6pp | 59.47%-44.3pp | 31.51%-16.4pp |
| Employer contribution / active EE | $2,368 | $2,690-11.9% | $4,333-45.3% | $2,654-10.7% |
| Participant deferral / active EE | $4,009 | $4,800-16.5% | $6,158-34.9% | $4,375-8.4% |
| Admin fee / account holder | $148 | $650-77.2% | $14,255-99.0% | $834-82.3% |