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 | $51,850 |
REGIONS BANK7+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $35,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,415 | $72,482-67.7% | $129,110-81.9% | $64,808-63.9% |
| Participation rate | 95.0% | 79.2%+15.7pp | 77.3%+17.7pp | 71.5%+23.5pp |
| Annual return | -19.99% | -9.08%-10.9pp | -10.94%-9.0pp | 32.82%-52.8pp |
| Employer contribution / active EE | $2,202 | $4,247-48.2% | $5,052-56.4% | $2,506-12.1% |
| Participant deferral / active EE | $3,223 | $5,679-43.2% | $6,542-50.7% | $4,310-25.2% |
| Admin fee / account holder | $300 | $144+108.0% | $14,302-97.9% | $188+59.8% |