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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $52,875 |
REGIONS BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $44,258 |
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 | $48,670 | $55,416-12.2% | $75,972-35.9% | $77,643-37.3% |
| Participation rate | 97.5% | 63.6%+33.9pp | 69.1%+28.4pp | 70.6%+26.9pp |
| Annual return | 12.90% | 17.07%-4.2pp | 359.55%-346.6pp | 31.24%-18.3pp |
| Employer contribution / active EE | $3,600 | $1,788+101.4% | $2,685+34.1% | $2,726+32.1% |
| Participant deferral / active EE | $5,594 | $3,447+62.3% | $4,255+31.5% | $4,647+20.4% |
| Admin fee / account holder | $227 | $414-45.0% | $6,467-96.5% | $430-47.1% |