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 |
|---|---|---|
REGIONS BANK1 year Service code 26 · EIN 63-6129301 | Advisory (Participants) | $8,133 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,744 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $299,743 | $59,328+405.2% | $118,925+152.0% | $73,488+307.9% |
| Participation rate | 93.8% | 62.3%+31.5pp | 75.4%+18.4pp | 70.7%+23.1pp |
| Annual return | 12.07% | 19.13%-7.1pp | 35.88%-23.8pp | 28.51%-16.4pp |
| Employer contribution / active EE | $7,019 | $1,803+289.2% | $3,263+115.1% | $2,270+209.2% |
| Participant deferral / active EE | $9,265 | $2,604+255.8% | $4,265+117.2% | $3,740+147.8% |
| Admin fee / account holder | $76 | $600-87.4% | $6,581-98.8% | $513-85.2% |