See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK6+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $54,977 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,688 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,483 | $78,419-54.8% | $133,956-73.5% | $73,409-51.7% |
| Participation rate | 87.0% | 78.6%+8.4pp | 79.8%+7.2pp | 72.2%+14.8pp |
| Annual return | 15.36% | 33.35%-18.0pp | 45.09%-29.7pp | 59.29%-43.9pp |
| Employer contribution / active EE | $627 | $2,044-69.3% | $3,919-84.0% | $2,234-71.9% |
| Participant deferral / active EE | $3,776 | $3,925-3.8% | $5,048-25.2% | $3,805-0.8% |
| Admin fee / account holder | $84 | $161-48.1% | $8,927-99.1% | $158-46.9% |