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 | $119,878 |
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $75,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,659 | $120,450-45.5% | $159,436-58.8% | $93,030-29.4% |
| Participation rate | 99.7% | 78.0%+21.7pp | 82.8%+16.9pp | 73.9%+25.8pp |
| Annual return | 16.96% | 27.11%-10.1pp | 263.57%-246.6pp | 158.70%-141.7pp |
| Employer contribution / active EE | $1,541 | $3,526-56.3% | $4,829-68.1% | $2,706-43.0% |
| Participant deferral / active EE | $7,085 | $7,283-2.7% | $7,352-3.6% | $4,562+55.3% |
| Admin fee / account holder | $142 | $137+3.5% | $10,799-98.7% | $152-6.7% |