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 BANK9+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $58,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,770 | $91,372-54.3% | $129,995-67.9% | $74,419-43.9% |
| Participation rate | 85.8% | 77.8%+8.0pp | 78.5%+7.3pp | 70.7%+15.1pp |
| Annual return | 18.79% | 23.21%-4.4pp | -137.18%+156.0pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,558 | $2,563-39.2% | $4,320-63.9% | $2,637-40.9% |
| Participant deferral / active EE | $4,735 | $4,721+0.3% | $5,820-18.7% | $4,528+4.6% |
| Admin fee / account holder | $47 | $283-83.5% | $10,614-99.6% | $348-86.5% |