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 BANK11+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $23,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,855 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC Service code 10 · EIN 64-0760834 | Accounting | $11,000 |
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 | $76,930 | $84,556-9.0% | $116,228-33.8% | $74,304+3.5% |
| Participation rate | 87.5% | 66.0%+21.5pp | 74.6%+12.9pp | 60.3%+27.2pp |
| Annual return | 14.37% | 18.35%-4.0pp | 90.06%-75.7pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,154 | $2,168-0.6% | $2,994-28.1% | $2,241-3.9% |
| Participant deferral / active EE | $3,352 | $3,814-12.1% | $4,953-32.3% | $3,767-11.0% |
| Admin fee / account holder | $402 | $3,792-89.4% | $11,989-96.6% | $2,969-86.5% |