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 | $25,144 |
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $12,476 |
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 | $43,590 | $76,050-42.7% | $96,544-54.8% | $71,457-39.0% |
| Participation rate | 95.4% | 74.4%+21.0pp | 76.0%+19.5pp | 67.9%+27.5pp |
| Annual return | 17.82% | 22.81%-5.0pp | 25.84%-8.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,161 | $2,244-48.3% | $2,965-60.8% | $2,588-55.1% |
| Participant deferral / active EE | $3,724 | $4,215-11.7% | $4,851-23.2% | $4,289-13.2% |
| Admin fee / account holder | $177 | $2,707-93.5% | $8,252-97.9% | $1,587-88.9% |