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 BANK7+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $69,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,238 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,517 | $86,225-54.2% | $146,665-73.1% | $86,799-54.5% |
| Participation rate | 87.4% | 78.0%+9.4pp | 80.1%+7.3pp | 72.3%+15.1pp |
| Annual return | 15.67% | 31.23%-15.6pp | 22.74%-7.1pp | 97.91%-82.2pp |
| Employer contribution / active EE | $461 | $2,392-80.7% | $4,136-88.9% | $2,405-80.8% |
| Participant deferral / active EE | $4,186 | $4,245-1.4% | $5,506-24.0% | $4,131+1.3% |
| Admin fee / account holder | $97 | $195-50.1% | $10,280-99.1% | $170-42.5% |