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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,617 |
REGIONS BANK3+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $11,491 |
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 | $147,904 | $80,753+83.2% | $136,294+8.5% | $62,292+137.4% |
| Participation rate | 75.5% | 73.5%+2.0pp | 81.9%-6.4pp | 69.5%+6.0pp |
| Annual return | 16.02% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,813 | $2,884-2.4% | $4,695-40.1% | $2,042+37.8% |
| Participant deferral / active EE | $7,819 | $5,164+51.4% | $6,247+25.2% | $3,169+146.7% |
| Admin fee / account holder | $300 | $525-43.0% | $9,243-96.8% | $479-37.5% |