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 |
|---|---|---|
REGIONS BANK4+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $34,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,239 | $37,196+24.3% | $154,107-70.0% | $55,725-17.0% |
| Participation rate | 40.4% | 64.1%-23.7pp | 83.0%-42.7pp | 70.9%-30.5pp |
| Annual return | -4.76% | 1319.68%-1324.4pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $645 | $1,614-60.1% | $5,298-87.8% | $2,078-69.0% |
| Participant deferral / active EE | $983 | $2,068-52.4% | $5,081-80.6% | $3,356-70.7% |
| Admin fee / account holder | $139 | $102+36.8% | $13,411-99.0% | $115+20.7% |