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 BANK3 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $26,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,632 | $99,957-29.3% | $149,696-52.8% | $73,488-3.9% |
| Participation rate | 55.8% | 75.7%-19.9pp | 82.5%-26.6pp | 70.7%-14.9pp |
| Annual return | 14.45% | 53.87%-39.4pp | 276.60%-262.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,492 | $3,191-53.2% | $4,644-67.9% | $2,270-34.3% |
| Participant deferral / active EE | $3,120 | $6,073-48.6% | $6,842-54.4% | $3,740-16.6% |
| Admin fee / account holder | $392 | $551-28.9% | $9,309-95.8% | $513-23.7% |