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) | $51,735 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,806 |
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 | $142,879 | $73,102+95.5% | $123,544+15.7% | $56,287+153.8% |
| Participation rate | 75.5% | 74.3%+1.2pp | 82.3%-6.8pp | 69.9%+5.7pp |
| Annual return | -6.08% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,105 | $2,977+4.3% | $4,628-32.9% | $2,111+47.1% |
| Participant deferral / active EE | $8,567 | $5,423+58.0% | $6,426+33.3% | $3,350+155.7% |
| Admin fee / account holder | $390 | $554-29.6% | $9,284-95.8% | $521-25.2% |