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 BANK8+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $23,224 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,765 |
Filed as: HENDERSON HUTCHERSON & MCCULLOUGH, Service code 10 · EIN 62-1114363 | Accounting | $13,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,251 | $59,805+64.3% | $79,550+23.5% | $68,494+43.4% |
| Participation rate | 64.2% | 61.1%+3.1pp | 69.5%-5.3pp | 67.9%-3.7pp |
| Annual return | -19.86% | -12.30%-7.6pp | 0.16%-20.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,542 | $1,505+2.5% | $2,413-36.1% | $2,596-40.6% |
| Participant deferral / active EE | $4,606 | $3,024+52.3% | $3,985+15.6% | $4,027+14.4% |
| Admin fee / account holder | $718 | $4,835-85.1% | $6,832-89.5% | $5,403-86.7% |