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 20 · EIN 63-0371391 | Trustee (individual); Investment mana... | $87,523 |
HEARD MCELROY & VESTAL, LLC7 years Filed as: HEARD, MCELROY & VESTAL Service code 10 · EIN 72-0398470 | Accounting | $12,500 |
Service code 11 · EIN 71-0631123 | Actuarial | $6,000 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 7.12% | 6.77%+0.3pp | 10.54%-3.4pp | 7.65%-0.5pp |
| Employer contribution / active EE | $7,385 | $23,265-68.3% | $26,804-72.4% | $20,599-64.1% |
| Participant deferral / active EE | $7,385 | $2,391+208.9% | $122+5947.1% | $1,172+529.8% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |