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 BANK4+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $19,360 |
Filed as: VAWTER,GAMMON,NORRIS, & CO Service code 10 · EIN 62-0898119 | Accounting | $12,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,023 | $50,958+64.9% | $74,550+12.7% | $64,186+30.9% |
| Participation rate | 62.8% | 61.1%+1.7pp | 69.1%-6.4pp | 69.6%-6.8pp |
| Annual return | -5.39% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,122 | $1,115+0.6% | $1,961-42.8% | $2,381-52.9% |
| Participant deferral / active EE | $3,495 | $2,301+51.9% | $3,108+12.4% | $3,470+0.7% |
| Admin fee / account holder | $605 | $4,223-85.7% | $5,060-88.0% | $4,888-87.6% |