See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Advisory (Plan) | $8,303 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,284 | $72,607-73.4% | $90,749-78.8% | $66,914-71.2% |
| Participation rate | 80.5% | 73.7%+6.9pp | 75.7%+4.8pp | 69.8%+10.7pp |
| Annual return | -11.49% | -12.28%+0.8pp | -12.16%+0.7pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,288 | $2,369-45.6% | $2,921-55.9% | $2,544-49.4% |
| Participant deferral / active EE | $1,812 | $3,977-54.5% | $4,564-60.3% | $4,237-57.2% |
| Admin fee / account holder | $163 | $707-77.0% | $8,445-98.1% | $593-72.6% |