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 BANK8+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $85,369 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,023 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,668 | $61,756-18.0% | $70,092-27.7% | $77,904-35.0% |
| Participation rate | 76.9% | 79.9%-3.0pp | 70.5%+6.5pp | 73.7%+3.3pp |
| Annual return | -17.53% | -11.86%-5.7pp | 190.73%-208.3pp | 12.21%-29.7pp |
| Employer contribution / active EE | $1,738 | $2,706-35.8% | $2,559-32.1% | $2,848-39.0% |
| Participant deferral / active EE | $2,688 | $3,977-32.4% | $3,849-30.2% | $4,806-44.1% |
| Admin fee / account holder | $88 | $101-13.4% | $6,267-98.6% | $133-33.8% |