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 BANK9+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $86,535 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,533 | $73,034-13.0% | $77,163-17.7% | $80,160-20.7% |
| Participation rate | 62.7% | 78.1%-15.4pp | 69.6%-6.8pp | 72.9%-10.2pp |
| Annual return | 18.77% | 18.56%+0.2pp | 37.87%-19.1pp | 40.38%-21.6pp |
| Employer contribution / active EE | $1,595 | $2,779-42.6% | $2,535-37.1% | $2,978-46.4% |
| Participant deferral / active EE | $2,575 | $4,140-37.8% | $3,833-32.8% | $5,017-48.7% |
| Admin fee / account holder | $87 | $104-15.9% | $5,472-98.4% | $145-39.8% |