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) | $11,581 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $20,334 | $30,086-32.4% | $61,373-66.9% | $64,808-68.6% |
| Participation rate | 20.8% | 36.4%-15.6pp | 52.6%-31.8pp | 71.5%-50.7pp |
| Annual return | -17.04% | -13.99%-3.1pp | 338.61%-355.7pp | 32.82%-49.9pp |
| Employer contribution / active EE | $107 | $536-80.0% | $1,159-90.7% | $2,506-95.7% |
| Participant deferral / active EE | $454 | $1,126-59.7% | $2,125-78.6% | $4,310-89.5% |
| Admin fee / account holder | $163 | $148+9.9% | $2,130-92.4% | $188-13.3% |