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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.
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 BANK2+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $15,964 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,750 |
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 | $16,163 | $46,732-65.4% | $156,549-89.7% | $55,167-70.7% |
| Participation rate | 49.4% | 65.8%-16.4pp | 84.0%-34.6pp | 69.0%-19.6pp |
| Annual return | 5.77% | 17.72%-11.9pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $427 | $2,105-79.7% | $5,501-92.2% | $1,963-78.2% |
| Participant deferral / active EE | $722 | $2,204-67.3% | $4,871-85.2% | $3,054-76.4% |
| Admin fee / account holder | $146 | $418-65.0% | $13,027-98.9% | $504-70.9% |