See peer percentile detail. $4.99 for your first month.
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See the 9-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 Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Advisory (Plan) | $20,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,424 |
Filed as: BENEFITS PLANS PLUS Service code 13 · EIN 43-1829594 | Contract Administrator | $5,047 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,951 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,013 | $51,288+24.8% | $81,983-21.9% | $73,409-12.8% |
| Participation rate | 47.2% | 64.0%-16.7pp | 69.2%-22.0pp | 72.2%-24.9pp |
| Annual return | 11.29% | 29.48%-18.2pp | 41.31%-30.0pp | 59.29%-48.0pp |
| Employer contribution / active EE | $1,812 | $1,487+21.9% | $2,498-27.5% | $2,234-18.9% |
| Participant deferral / active EE | $3,013 | $2,715+11.0% | $3,722-19.1% | $3,805-20.8% |
| Admin fee / account holder | $205 | $125+63.2% | $5,664-96.4% | $158+29.6% |