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 BANK8+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $70,698 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,281 |
Annual investment return 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 | $33,423 | $71,142-53.0% | $119,609-72.1% | $64,808-48.4% |
| Participation rate | 81.3% | 78.6%+2.7pp | 79.3%+2.0pp | 71.5%+9.8pp |
| Annual return | -17.46% | -10.01%-7.5pp | -14.97%-2.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,526 | $2,497-38.9% | $4,232-63.9% | $2,506-39.1% |
| Participant deferral / active EE | $4,340 | $4,490-3.3% | $5,602-22.5% | $4,310+0.7% |
| Admin fee / account holder | $97 | $162-40.2% | $10,323-99.1% | $188-48.4% |