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 BANK2+ years Service code 27 ATTN JIM GARRISON · BIRMINGHAM, AL 35203 | Advisory (Plan) | $66,166 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,442 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,969 | $56,629+154.2% | $77,999+84.6% | $55,167+161.0% |
| Participation rate | 99.1% | 73.3%+25.8pp | 75.5%+23.6pp | 69.0%+30.1pp |
| Annual return | 28.68% | 2866.98%-2838.3pp | 425.96%-397.3pp | 169.23%-140.5pp |
| Employer contribution / active EE | $18,793 | $1,723+990.7% | $2,470+660.8% | $1,963+857.6% |
| Participant deferral / active EE | $9,363 | $2,777+237.1% | $3,497+167.7% | $3,054+206.6% |
| Admin fee / account holder | $501 | $467+7.5% | $5,480-90.9% | $504-0.5% |