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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $93,082 |
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $43,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,446 | $50,458-37.7% | $159,960-80.3% | $64,808-51.5% |
| Participation rate | 66.4% | 68.0%-1.7pp | 78.0%-11.6pp | 71.5%-5.1pp |
| Annual return | -16.27% | -13.42%-2.8pp | 408.60%-424.9pp | 32.82%-49.1pp |
| Employer contribution / active EE | $523 | $1,722-69.6% | $4,226-87.6% | $2,506-79.1% |
| Participant deferral / active EE | $2,568 | $4,004-35.9% | $6,182-58.5% | $4,310-40.4% |
| Admin fee / account holder | $250 | $706-64.5% | $8,698-97.1% | $188+33.3% |