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 3-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 |
|---|---|---|
REGIONS BANK2+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $41,235 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,221 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,904 | $91,372-58.5% | $129,995-70.8% | $74,419-49.1% |
| Participation rate | 88.0% | 77.8%+10.2pp | 78.5%+9.5pp | 70.7%+17.3pp |
| Annual return | 128.85% | 23.21%+105.6pp | -137.18%+266.0pp | 34.38%+94.5pp |
| Employer contribution / active EE | $2,055 | $2,563-19.8% | $4,320-52.4% | $2,637-22.1% |
| Participant deferral / active EE | $4,723 | $4,7210% | $5,820-18.9% | $4,528+4.3% |
| Admin fee / account holder | $145 | $283-48.9% | $10,614-98.6% | $348-58.4% |