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 5-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 BANK4+ years Service code 21 400 WEST CAPITOL · LITTLE ROCK, AR 722013402 | Bank Trustee | $26,781 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 3050 PEACHTREE ROAD NW · ATLANTA, GA 30305 | Advisory (Plan) | $22,789 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 12.72% | 9.67%+3.0pp | 7.70%+5.0pp | 22.81%-10.1pp |
| Employer contribution / active EE | $4,791 | $11,016-56.5% | $28,478-83.2% | $18,290-73.8% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |