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 16 · EIN 63-0371391 1901 6TH AVENUE N · BIRMINGHAM, AL 35203 | Consulting | $32,215 |
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 | $73,592 | $51,244+43.6% | $80,975-9.1% | $55,167+33.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 7.73% | 17.39%-9.7pp | 17.10%-9.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $3,695 | $1,770+108.7% | $3,714-0.5% | $1,963+88.3% |
| Participant deferral / active EE | $2,244 | $4,418-49.2% | $5,696-60.6% | $3,054-26.5% |
| Admin fee / account holder | $13 | $398-96.7% | $5,516-99.8% | $504-97.4% |