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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.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,867 |
REGION'S BANK3 years Service code 27 · EIN 13-6115217 | Advisory (Plan) | $31,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,569 | $72,254-49.4% | $86,677-57.8% | $64,808-43.6% |
| Participation rate | 44.3% | 80.4%-36.1pp | 76.6%-32.2pp | 71.5%-27.1pp |
| Annual return | -15.48% | 392.42%-407.9pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,566 | $2,393-34.6% | $2,836-44.8% | $2,506-37.5% |
| Participant deferral / active EE | $2,885 | $4,658-38.1% | $4,656-38.0% | $4,310-33.1% |
| Admin fee / account holder | $162 | $174-6.8% | $7,493-97.8% | $188-13.7% |