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+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $5,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,568 | $45,283-72.2% | $155,790-91.9% | $52,331-76.0% |
| Participation rate | 55.8% | 62.2%-6.4pp | 76.1%-20.3pp | 68.1%-12.3pp |
| Annual return | 0.06% | 1.80%-1.7pp | 71.54%-71.5pp | 4.54%-4.5pp |
| Employer contribution / active EE | $870 | $1,329-34.5% | $3,836-77.3% | $1,882-53.8% |
| Participant deferral / active EE | $1,367 | $2,854-52.1% | $4,797-71.5% | $3,022-54.8% |
| Admin fee / account holder | $80 | $981-91.9% | $7,478-98.9% | $592-86.5% |