Filed November 14, 2025 (most recent of 2 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $1,300 |
REGIONS BANK3+ years Service code 61 · EIN 63-0371391 | Finders' fees / placement fees | $0 |
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 | $58,126 | $71,666-18.9% | $117,854-50.7% | $69,631-16.5% |
| Participation rate | 97.8% | 77.5%+20.3pp | 79.7%+18.2pp | 70.7%+27.1pp |
| Annual return | 15.46% | 18.86%-3.4pp | 335.08%-319.6pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,272 | $1,889-32.7% | $3,786-66.4% | $2,032-37.4% |
| Participant deferral / active EE | $3,192 | $3,340-4.4% | $4,482-28.8% | $3,224-1.0% |
| Admin fee / account holder | $2 | $120-98.7% | $8,020-100.0% | $110-98.6% |