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) | $10,534 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,474 | $26,114-6.3% | $58,482-58.2% | $74,419-67.1% |
| Participation rate | 17.2% | 32.1%-15.0pp | 50.9%-33.7pp | 70.7%-53.6pp |
| Annual return | 12.29% | 32.51%-20.2pp | 4239.32%-4227.0pp | 34.38%-22.1pp |
| Employer contribution / active EE | $91 | $536-82.9% | $1,053-91.3% | $2,637-96.5% |
| Participant deferral / active EE | $402 | $1,075-62.6% | $1,924-79.1% | $4,528-91.1% |
| Admin fee / account holder | $149 | $649-77.0% | $2,516-94.1% | $348-57.2% |