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 BANK5 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $31,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,047 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,800 | $84,487-15.0% | $125,339-42.7% | $66,914+7.3% |
| Participation rate | 54.5% | 76.4%-21.9pp | 82.4%-27.9pp | 69.8%-15.3pp |
| Annual return | -15.53% | -8.39%-7.1pp | 572.05%-587.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,612 | $3,553-54.6% | $4,814-66.5% | $2,544-36.6% |
| Participant deferral / active EE | $3,546 | $6,781-47.7% | $7,446-52.4% | $4,237-16.3% |
| Admin fee / account holder | $468 | $685-31.6% | $10,010-95.3% | $593-21.1% |