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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,518 |
REGIONS BANK3 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $31,414 |
Filed as: SMITH DUKES & BUCKALEW, LLC Service code 10 · EIN 63-0191630 | Accounting | $10,675 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,684 | $65,435+21.8% | $86,677-8.1% | $66,914+19.1% |
| Participation rate | 83.9% | 75.5%+8.4pp | 76.6%+7.3pp | 69.8%+14.1pp |
| Annual return | -17.93% | -10.89%-7.0pp | 35.91%-53.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,862 | $2,153+32.9% | $2,836+0.9% | $2,544+12.5% |
| Participant deferral / active EE | $5,852 | $4,100+42.7% | $4,656+25.7% | $4,237+38.1% |
| Admin fee / account holder | $371 | $642-42.2% | $7,493-95.0% | $593-37.5% |