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 | $32,902 |
REGIONS BANK3 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $12,588 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,645 | $65,435-39.4% | $86,677-54.3% | $66,914-40.8% |
| Participation rate | 91.9% | 75.5%+16.5pp | 76.6%+15.3pp | 69.8%+22.1pp |
| Annual return | -16.36% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,121 | $2,153-47.9% | $2,836-60.5% | $2,544-55.9% |
| Participant deferral / active EE | $3,754 | $4,100-8.4% | $4,656-19.4% | $4,237-11.4% |
| Admin fee / account holder | $250 | $642-61.0% | $7,493-96.7% | $593-57.9% |