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 9-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 BANK6 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 15 · EIN 63-0371391 | Recordkeeping | $35,927 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,299 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,075 | $109,881+42.0% | $150,045+4.0% | $84,808+84.0% |
| Participation rate | 78.5% | 76.1%+2.4pp | 82.3%-3.8pp | 68.3%+10.2pp |
| Annual return | 14.38% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,229 | $3,561-37.4% | $4,693-52.5% | $2,631-15.3% |
| Participant deferral / active EE | $7,889 | $6,636+18.9% | $7,997-1.3% | $4,212+87.3% |
| Admin fee / account holder | $369 | $8,568-95.7% | $13,435-97.3% | $7,344-95.0% |