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 50 · EIN 63-0371391 | Direct Payment | $6,598 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,967 | $63,299-25.8% | $91,001-48.4% | $62,292-24.6% |
| Participation rate | 28.9% | 73.3%-44.4pp | 75.6%-46.7pp | 69.5%-40.6pp |
| Annual return | 10.95% | 20.99%-10.0pp | 4.60%+6.3pp | 28.90%-17.9pp |
| Employer contribution / active EE | $880 | $1,807-51.3% | $2,456-64.2% | $2,042-56.9% |
| Participant deferral / active EE | $1,726 | $2,943-41.3% | $3,547-51.3% | $3,169-45.5% |
| Admin fee / account holder | $46 | $468-90.2% | $5,417-99.1% | $479-90.4% |