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 10-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 BANK3 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 99 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Other Fees | $38,650 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,639 | $65,061+16.3% | $143,757-47.4% | $66,914+13.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.68% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,246 | $2,361+37.5% | $4,951-34.4% | $2,544+27.6% |
| Participant deferral / active EE | $3,416 | $2,919+17.0% | $5,637-39.4% | $4,237-19.4% |
| Admin fee / account holder | $278 | $502-44.6% | $14,673-98.1% | $593-53.1% |