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 | $104,329 |
REGIONS BANK6 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 | $58,418 | $107,459-45.6% | $135,903-57.0% | $80,160-27.1% |
| Participation rate | 93.3% | 78.0%+15.2pp | 81.9%+11.4pp | 72.9%+20.3pp |
| Annual return | 20.52% | 91.91%-71.4pp | 68.23%-47.7pp | 40.38%-19.9pp |
| Employer contribution / active EE | $1,446 | $3,877-62.7% | $4,856-70.2% | $2,978-51.4% |
| Participant deferral / active EE | $7,133 | $8,195-13.0% | $7,758-8.1% | $5,017+42.2% |
| Admin fee / account holder | $115 | $127-9.8% | $10,762-98.9% | $145-21.0% |