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 4-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 BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $28,001 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,176 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,434 | $80,724-4.1% | $103,333-25.1% | $74,495+3.9% |
| Participation rate | 95.3% | 65.7%+29.7pp | 74.5%+20.8pp | 67.2%+28.1pp |
| Annual return | 13.49% | 27.56%-14.1pp | 24.88%-11.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $7,340 | $3,157+132.5% | $3,868+89.8% | $2,623+179.8% |
| Participant deferral / active EE | $5,018 | $3,860+30.0% | $5,057-0.8% | $4,346+15.5% |
| Admin fee / account holder | $298 | $2,368-87.4% | $8,355-96.4% | $1,942-84.7% |