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 BANK3+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $29,656 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,917 | $46,173+16.8% | $170,442-68.4% | $69,631-22.6% |
| Participation rate | 45.3% | 63.9%-18.6pp | 83.6%-38.3pp | 70.7%-25.4pp |
| Annual return | 16.34% | 21.62%-5.3pp | 205.93%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $742 | $1,610-53.9% | $5,433-86.3% | $2,032-63.5% |
| Participant deferral / active EE | $1,097 | $2,080-47.3% | $4,939-77.8% | $3,224-66.0% |
| Admin fee / account holder | $113 | $116-2.1% | $13,880-99.2% | $110+2.8% |