See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,427 |
REGIONS BANK2 years Filed as: REGIONS BA Service code 26 · EIN 63-6129301 | Advisory (Participants) | $6,554 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,028 | $57,651+342.4% | $112,229+127.2% | $71,457+256.9% |
| Participation rate | 93.5% | 58.9%+34.5pp | 72.4%+21.0pp | 67.9%+25.5pp |
| Annual return | 16.68% | 18.32%-1.6pp | 30.20%-13.5pp | 28.85%-12.2pp |
| Employer contribution / active EE | $7,408 | $1,913+287.2% | $3,430+116.0% | $2,588+186.3% |
| Participant deferral / active EE | $9,606 | $2,863+235.5% | $4,798+100.2% | $4,289+124.0% |
| Admin fee / account holder | $85 | $1,581-94.6% | $7,748-98.9% | $1,587-94.6% |