See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,784 |
GOLLOB MORGAN PEDDY PC8 years Service code 10 · EIN 75-2147296 | Accounting | $40,150 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,834 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,160 | $81,357-16.2% | $75,972-10.3% | $199,593-65.9% |
| Participation rate | 79.8% | 69.9%+9.9pp | 69.1%+10.8pp | 72.0%+7.9pp |
| Annual return | 18.61% | 16.32%+2.3pp | 359.55%-340.9pp | 34.25%-15.6pp |
| Employer contribution / active EE | $2,218 | $3,341-33.6% | $2,685-17.4% | $3,034-26.9% |
| Participant deferral / active EE | $4,322 | $4,710-8.2% | $4,255+1.6% | $5,087-15.0% |
| Admin fee / account holder | $75 | $144-47.8% | $6,467-98.8% | $269-71.9% |