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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $95,387 |
REGIONS BANK8+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $47,981 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,405 | $102,872-20.9% | $180,183-54.8% | $102,872-20.9% |
| Participation rate | 49.4% | 73.0%-23.6pp | 77.4%-28.0pp | 73.0%-23.6pp |
| Annual return | 18.49% | 19.06%-0.6pp | 27.86%-9.4pp | 19.06%-0.6pp |
| Employer contribution / active EE | $49 | $3,526-98.6% | $5,039-99.0% | $3,526-98.6% |
| Participant deferral / active EE | $3,814 | $5,535-31.1% | $6,822-44.1% | $5,535-31.1% |
| Admin fee / account holder | $200 | $292-31.6% | $19,975-99.0% | $292-31.6% |