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 | $112,857 |
REGIONS BANK5 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $75,000 |
Annual investment return 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 | $51,901 | $95,388-45.6% | $125,339-58.6% | $77,904-33.4% |
| Participation rate | 92.6% | 78.6%+14.0pp | 82.4%+10.2pp | 73.7%+18.9pp |
| Annual return | -17.24% | 116.19%-133.4pp | 572.05%-589.3pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,495 | $3,666-59.2% | $4,814-68.9% | $2,848-47.5% |
| Participant deferral / active EE | $7,286 | $7,711-5.5% | $7,446-2.1% | $4,806+51.6% |
| Admin fee / account holder | $132 | $119+10.7% | $10,010-98.7% | $133-0.7% |