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 BANK10+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $54,878 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,976 |
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 | $214,908 | $101,317+112.1% | $146,958+46.2% | $74,495+188.5% |
| Participation rate | 77.7% | 75.5%+2.2pp | 82.2%-4.5pp | 67.2%+10.5pp |
| Annual return | 14.91% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,429 | $3,810-10.0% | $4,933-30.5% | $2,623+30.7% |
| Participant deferral / active EE | $10,531 | $7,303+44.2% | $8,070+30.5% | $4,346+142.3% |
| Admin fee / account holder | $454 | $1,739-73.9% | $12,998-96.5% | $1,942-76.6% |