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 BANK5+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $18,761 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,530 |
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 | $112,705 | $58,512+92.6% | $84,015+34.1% | $72,985+54.4% |
| Participation rate | 57.1% | 61.2%-4.1pp | 69.0%-11.9pp | 69.5%-12.3pp |
| Annual return | 24.18% | 28.93%-4.7pp | 71.31%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,061 | $1,163-8.8% | $1,983-46.5% | $2,440-56.5% |
| Participant deferral / active EE | $3,249 | $2,394+35.7% | $3,239+0.3% | $3,607-9.9% |
| Admin fee / account holder | $449 | $4,569-90.2% | $6,101-92.6% | $5,124-91.2% |