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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,512 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $38,811 |
Employer contribution per participant 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 | $48,904 | $111,491-56.1% | $189,513-74.2% | $86,799-43.7% |
| Participation rate | 91.3% | 87.3%+4.0pp | 87.8%+3.5pp | 72.3%+19.0pp |
| Annual return | 17.36% | 83.50%-66.1pp | 555.15%-537.8pp | 97.91%-80.6pp |
| Employer contribution / active EE | $901 | $3,951-77.2% | $6,162-85.4% | $2,405-62.5% |
| Participant deferral / active EE | $4,389 | $6,437-31.8% | $8,221-46.6% | $4,131+6.2% |
| Admin fee / account holder | $232 | $189+23.1% | $12,045-98.1% | $170+37.0% |