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 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $24,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,012 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $473,238 | $77,813+508.2% | $123,544+283.1% | $64,186+637.3% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.4pp | 69.6%+23.1pp |
| Annual return | -7.54% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $12,845 | $3,014+326.2% | $4,628+177.6% | $2,381+439.5% |
| Participant deferral / active EE | $8,343 | $5,240+59.2% | $6,426+29.8% | $3,470+140.5% |
| Admin fee / account holder | $278 | $5,519-95.0% | $9,284-97.0% | $4,888-94.3% |