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 BANK3+ years Service code 27 PO BOX11525 · BIRMINGHAM, AL 35202 | Advisory (Plan) | $15,031 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,602 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,253 | $54,541+47.1% | $78,778+1.9% | $70,131+14.4% |
| Participation rate | 75.6% | 60.8%+14.8pp | 69.2%+6.4pp | 69.5%+6.0pp |
| Annual return | 15.01% | 21.07%-6.1pp | 35.62%-20.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,054 | $1,089-3.2% | $1,986-46.9% | $2,342-55.0% |
| Participant deferral / active EE | $3,433 | $2,210+55.3% | $2,958+16.0% | $3,332+3.0% |
| Admin fee / account holder | $333 | $3,709-91.0% | $5,134-93.5% | $4,645-92.8% |