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 BANK9+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $52,871 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,117 | $91,407+148.5% | $135,903+67.1% | $71,457+217.8% |
| Participation rate | 91.6% | 75.7%+15.9pp | 81.9%+9.7pp | 67.9%+23.7pp |
| Annual return | 18.00% | 29.90%-11.9pp | 68.23%-50.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,976 | $3,703+7.4% | $4,856-18.1% | $2,588+53.6% |
| Participant deferral / active EE | $12,119 | $7,092+70.9% | $7,758+56.2% | $4,289+182.6% |
| Admin fee / account holder | $483 | $1,266-61.9% | $10,762-95.5% | $1,587-69.6% |