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 BANK1+ years Service code 21 · EIN 63-6129301 PO BOX 100 · RUSSELLVILLE, AR 72811 | Bank Trustee | $38,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,125 | $46,360-41.5% | $147,614-81.6% | $52,331-48.2% |
| Participation rate | 68.9% | 64.9%+4.0pp | 84.6%-15.7pp | 68.1%+0.8pp |
| Annual return | -0.67% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,192 | $2,126-43.9% | $5,564-78.6% | $1,882-36.6% |
| Participant deferral / active EE | $2,018 | $2,258-10.6% | $4,895-58.8% | $3,022-33.2% |
| Admin fee / account holder | $261 | $766-65.9% | $11,611-97.8% | $592-55.9% |