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 |
|---|---|---|
REGIONS BANK7+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $91,666 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,336 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,279 | $77,197-27.1% | $86,874-35.2% | $93,030-39.5% |
| Participation rate | 78.5% | 78.2%+0.3pp | 71.6%+6.9pp | 73.9%+4.6pp |
| Annual return | 14.43% | 16.31%-1.9pp | 63.52%-49.1pp | 158.70%-144.3pp |
| Employer contribution / active EE | $1,600 | $2,514-36.4% | $2,495-35.9% | $2,706-40.9% |
| Participant deferral / active EE | $2,555 | $3,831-33.3% | $3,699-30.9% | $4,562-44.0% |
| Admin fee / account holder | $96 | $105-8.7% | $5,828-98.4% | $152-36.8% |