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 · EIN 63-0371391 | Advisory (Plan) | $31,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,196 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $119,828 | $83,477+43.5% | $125,175-4.3% | $72,985+64.2% |
| Participation rate | 98.8% | 73.3%+25.5pp | 79.8%+19.1pp | 69.5%+29.4pp |
| Annual return | 19.39% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $6,090 | $2,345+159.7% | $3,865+57.6% | $2,440+149.6% |
| Participant deferral / active EE | $5,635 | $3,585+57.2% | $4,937+14.1% | $3,607+56.2% |
| Admin fee / account holder | $380 | $5,517-93.1% | $9,702-96.1% | $5,124-92.6% |