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 BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $9,682 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,022 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,862 | $25,302-45.2% | $74,701-81.4% | $67,579-79.5% |
| Participation rate | 30.9% | 37.8%-7.0pp | 54.5%-23.6pp | 71.3%-40.4pp |
| Annual return | 20.21% | 10291.17%-10271.0pp | 752.92%-732.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $149 | $446-66.7% | $1,084-86.3% | $2,148-93.1% |
| Participant deferral / active EE | $414 | $954-56.6% | $1,964-78.9% | $3,539-88.3% |
| Admin fee / account holder | $88 | $108-17.9% | $3,333-97.3% | $142-37.9% |