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 BANK3+ years Service code 16 · EIN 63-0371391 1901 6TH AVENUE N · BIRMINGHAM, AL 35203 | Consulting | $40,433 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,720 | $59,535+42.3% | $90,160-6.0% | $62,292+36.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.56% | 23.53%-9.0pp | 34.88%-20.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $3,583 | $1,826+96.3% | $3,318+8.0% | $2,042+75.4% |
| Participant deferral / active EE | $2,191 | $4,639-52.8% | $5,288-58.6% | $3,169-30.9% |
| Admin fee / account holder | $15 | $337-95.5% | $5,943-99.7% | $479-96.8% |