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 BANK8+ years Service code 50 · EIN 63-0371391 | Direct Payment | $6,379 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,887 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,087 | $64,707+77.9% | $112,228+2.5% | $68,494+68.0% |
| Participation rate | 76.2% | 67.2%+9.0pp | 75.1%+1.1pp | 67.9%+8.3pp |
| Annual return | -21.72% | -11.40%-10.3pp | 27.45%-49.2pp | -7.84%-13.9pp |
| Employer contribution / active EE | $2,035 | $2,746-25.9% | $3,635-44.0% | $2,596-21.6% |
| Participant deferral / active EE | $7,274 | $3,565+104.1% | $4,728+53.9% | $4,027+80.6% |
| Admin fee / account holder | $119 | $5,232-97.7% | $6,410-98.1% | $5,403-97.8% |