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 BANK3+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $7,413 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,070 | $58,726+55.1% | $92,233-1.3% | $62,292+46.2% |
| Participation rate | 60.7% | 68.3%-7.7pp | 76.5%-15.8pp | 69.5%-8.8pp |
| Annual return | 19.54% | 43.62%-24.1pp | 176.28%-156.7pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,224 | $2,392-48.8% | $3,679-66.7% | $2,042-40.1% |
| Participant deferral / active EE | $3,913 | $2,766+41.5% | $3,897+0.4% | $3,169+23.5% |
| Admin fee / account holder | $152 | $556-72.7% | $5,194-97.1% | $479-68.4% |