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 |
|---|---|---|
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $24,449 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,048 |
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.)
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 | $59,079 | $89,652-34.1% | $141,162-58.1% | $65,185-9.4% |
| Participation rate | 55.5% | 74.7%-19.2pp | 82.5%-27.0pp | 70.2%-14.7pp |
| Annual return | 21.40% | 32.79%-11.4pp | 71.39%-50.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,356 | $3,065-55.8% | $4,735-71.4% | $2,177-37.7% |
| Participant deferral / active EE | $2,797 | $5,691-50.8% | $6,709-58.3% | $3,514-20.4% |
| Admin fee / account holder | $352 | $569-38.1% | $10,261-96.6% | $847-58.5% |