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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,691 |
REGIONS BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $54,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,767 | $69,454-38.4% | $180,183-76.3% | $74,304-42.4% |
| Participation rate | 94.7% | 61.8%+32.9pp | 77.4%+17.2pp | 60.3%+34.3pp |
| Annual return | 16.58% | 25.86%-9.3pp | 27.86%-11.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,425 | $3,155-23.1% | $5,039-51.9% | $2,241+8.2% |
| Participant deferral / active EE | $4,006 | $4,662-14.1% | $6,822-41.3% | $3,767+6.3% |
| Admin fee / account holder | $458 | $3,036-84.9% | $19,975-97.7% | $2,969-84.6% |