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 BANK5+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $48,421 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,688 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,610 | $69,159-52.8% | $125,175-73.9% | $67,579-51.7% |
| Participation rate | 83.0% | 78.2%+4.8pp | 79.8%+3.2pp | 71.3%+11.7pp |
| Annual return | 21.98% | 27.12%-5.1pp | 43.79%-21.8pp | 378.56%-356.6pp |
| Employer contribution / active EE | $463 | $2,023-77.1% | $3,865-88.0% | $2,148-78.4% |
| Participant deferral / active EE | $3,311 | $3,700-10.5% | $4,937-32.9% | $3,539-6.5% |
| Admin fee / account holder | $82 | $142-42.4% | $9,702-99.2% | $142-42.7% |