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 | $18,215 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $6,646 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,522 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,610 | $73,638-43.5% | $95,952-56.6% | $73,488-43.4% |
| Participation rate | 96.8% | 76.2%+20.6pp | 77.1%+19.7pp | 70.7%+26.1pp |
| Annual return | 10.27% | 16.78%-6.5pp | 91.61%-81.3pp | 28.51%-18.2pp |
| Employer contribution / active EE | $1,202 | $1,863-35.5% | $2,541-52.7% | $2,270-47.1% |
| Participant deferral / active EE | $3,585 | $3,617-0.9% | $4,167-14.0% | $3,740-4.1% |
| Admin fee / account holder | $151 | $482-68.6% | $6,795-97.8% | $513-70.5% |