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 BANK7+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $24,791 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,225 |
Filed as: HENDERSON HUTCHERSON & MCCULLOUGH, Service code 10 · EIN 62-1114363 | Accounting | $12,500 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,805 | $70,428+70.1% | $96,562+24.1% | $85,850+39.6% |
| Participation rate | 63.9% | 61.8%+2.1pp | 69.8%-5.9pp | 69.3%-5.4pp |
| Annual return | 13.28% | 18.59%-5.3pp | 37.78%-24.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,179 | $1,413-16.5% | $2,356-50.0% | $2,565-54.0% |
| Participant deferral / active EE | $5,296 | $2,894+83.0% | $3,849+37.6% | $3,952+34.0% |
| Admin fee / account holder | $713 | $4,997-85.7% | $6,181-88.5% | $6,260-88.6% |