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 | $58,515 |
REGIONS BANK3 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $22,683 |
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 | $45,227 | $100,227-54.9% | $169,993-73.4% | $74,419-39.2% |
| Participation rate | 89.8% | 87.3%+2.5pp | 87.0%+2.8pp | 70.7%+19.1pp |
| Annual return | 21.26% | 66.08%-44.8pp | 53.37%-32.1pp | 34.38%-13.1pp |
| Employer contribution / active EE | $975 | $4,263-77.1% | $6,785-85.6% | $2,637-63.0% |
| Participant deferral / active EE | $4,701 | $7,143-34.2% | $10,408-54.8% | $4,528+3.8% |
| Admin fee / account holder | $157 | $234-33.2% | $12,815-98.8% | $348-55.0% |