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 BANK4+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $51,137 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,124 | $67,703+71.5% | $127,761-9.1% | $65,185+78.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 22.38% | 24.36%-2.0pp | 26.14%-3.8pp | 29.38%-7.0pp |
| Employer contribution / active EE | $12,363 | $3,724+232.0% | $4,574+170.3% | $2,177+468.0% |
| Participant deferral / active EE | $10,977 | $4,787+129.3% | $6,021+82.3% | $3,514+212.4% |
| Admin fee / account holder | $232 | $618-62.5% | $9,395-97.5% | $847-72.6% |