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) | $50,859 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,123 |
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 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 | $171,021 | $89,652+90.8% | $141,162+21.2% | $65,185+162.4% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.5%+0.9pp | 70.2%+13.1pp |
| Annual return | 20.93% | 32.79%-11.9pp | 71.39%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $3,441 | $3,065+12.3% | $4,735-27.3% | $2,177+58.1% |
| Participant deferral / active EE | $9,999 | $5,691+75.7% | $6,709+49.0% | $3,514+184.6% |
| Admin fee / account holder | $393 | $569-30.9% | $10,261-96.2% | $847-53.6% |