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 Service code 15 · EIN 63-0371391 | Recordkeeping | $4,716 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $145,112 | $72,277+100.8% | $101,248+43.3% | $79,858+81.7% |
| Participation rate | 68.7% | 68.5%+0.2pp | 75.8%-7.2pp | 69.6%-1.0pp |
| Annual return | 21.43% | 22.30%-0.9pp | 46.47%-25.0pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,438 | $2,692-46.6% | $3,660-60.7% | $2,471-41.8% |
| Participant deferral / active EE | $5,931 | $3,282+80.7% | $4,370+35.7% | $3,740+58.6% |
| Admin fee / account holder | $107 | $4,400-97.6% | $5,945-98.2% | $5,306-98.0% |