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 BANK1+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $38,887 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $103,939 | $70,002+48.5% | $115,037-9.6% | $52,331+98.6% |
| Participation rate | 65.2% | 72.1%-6.9pp | 81.4%-16.1pp | 68.1%-2.9pp |
| Annual return | -1.75% | 4.04%-5.8pp | 26.14%-27.9pp | 4.54%-6.3pp |
| Employer contribution / active EE | $2,775 | $2,715+2.2% | $4,608-39.8% | $1,882+47.5% |
| Participant deferral / active EE | $7,425 | $4,920+50.9% | $6,026+23.2% | $3,022+145.7% |
| Admin fee / account holder | $323 | $566-42.9% | $8,175-96.0% | $592-45.3% |