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 BANK2 years Service code 21 2050 PARKWAY OFFICE CIRCLE · BIRMINGHAM, AL 35244 | Bank Trustee | $5,890 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,614 | $48,795-53.7% | $65,493-65.5% | $84,808-73.3% |
| Participation rate | 94.4% | 67.0%+27.5pp | 73.1%+21.4pp | 68.3%+26.1pp |
| Annual return | 7.14% | 20.20%-13.1pp | 982.45%-975.3pp | 40.90%-33.8pp |
| Employer contribution / active EE | $2,228 | $1,930+15.5% | $2,574-13.5% | $2,631-15.3% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $50 | $3,877-98.7% | $5,028-99.0% | $7,344-99.3% |