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 BANK7+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $7,095 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,975 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,737 | $78,672+96.7% | $109,143+41.8% | $85,850+80.2% |
| Participation rate | 75.8% | 68.3%+7.5pp | 75.9%-0.1pp | 69.3%+6.4pp |
| Annual return | 14.03% | 25.09%-11.1pp | 25.75%-11.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,743 | $2,735-36.3% | $3,722-53.2% | $2,565-32.0% |
| Participant deferral / active EE | $5,901 | $3,467+70.2% | $4,653+26.8% | $3,952+49.3% |
| Admin fee / account holder | $121 | $5,469-97.8% | $6,752-98.2% | $6,260-98.1% |