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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,224 |
REGIONS BANK5+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $5,061 |
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 | $110,278 | $65,365+68.7% | $92,893+18.7% | $72,985+51.1% |
| Participation rate | 72.0% | 68.3%+3.6pp | 76.0%-4.1pp | 69.5%+2.5pp |
| Annual return | 25.74% | 42.10%-16.4pp | 109.41%-83.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,713 | $2,594-34.0% | $3,653-53.1% | $2,440-29.8% |
| Participant deferral / active EE | $5,755 | $3,128+84.0% | $4,236+35.9% | $3,607+59.5% |
| Admin fee / account holder | $146 | $4,251-96.6% | $5,794-97.5% | $5,124-97.2% |