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 BANK1+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $17,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,678 |
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 | $48,010 | $46,745+2.7% | $60,547-20.7% | $52,331-8.3% |
| Participation rate | 80.4% | 58.6%+21.8pp | 68.0%+12.4pp | 68.1%+12.3pp |
| Annual return | 0.10% | 0.61%-0.5pp | 335.64%-335.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $380 | $1,259-69.8% | $2,419-84.3% | $1,882-79.8% |
| Participant deferral / active EE | $6,186 | $2,145+188.4% | $3,328+85.9% | $3,022+104.7% |
| Admin fee / account holder | $173 | $537-67.9% | $4,536-96.2% | $592-70.8% |