Filed April 29, 2026
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 | $85,277 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $75,000 |
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 | $54,419 | $101,523-46.4% | $141,162-61.4% | $77,787-30.0% |
| Participation rate | 93.8% | 77.4%+16.4pp | 82.5%+11.3pp | 73.2%+20.6pp |
| Annual return | 24.59% | 56.22%-31.6pp | 71.39%-46.8pp | 32.57%-8.0pp |
| Employer contribution / active EE | $1,514 | $3,341-54.7% | $4,735-68.0% | $2,504-39.6% |
| Participant deferral / active EE | $5,987 | $6,434-6.9% | $6,709-10.8% | $3,967+50.9% |
| Admin fee / account holder | $132 | $92+43.9% | $10,261-98.7% | $100+31.6% |