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 BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $60,726 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,118 |
JAMISON MONEY FARMER PC10+ years Service code 10 · EIN 63-0933119 | Accounting | $9,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,801 | $88,083+36.0% | $164,813-27.3% | $74,495+60.8% |
| Participation rate | 86.0% | 73.0%+13.0pp | 78.6%+7.4pp | 67.2%+18.8pp |
| Annual return | 10.66% | 17.26%-6.6pp | 69.93%-59.3pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,183 | $2,593-15.8% | $4,341-49.7% | $2,623-16.8% |
| Participant deferral / active EE | $4,227 | $4,498-6.0% | $6,031-29.9% | $4,346-2.7% |
| Admin fee / account holder | $461 | $2,234-79.4% | $12,690-96.4% | $1,942-76.3% |