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 BANK5 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 25 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Directed Trustee | $41,527 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,575 |
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 | $99,383 | $55,415+79.3% | $155,509-36.1% | $74,495+33.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.37% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,506 | $2,267+54.6% | $4,672-25.0% | $2,623+33.7% |
| Participant deferral / active EE | $3,961 | $2,836+39.7% | $5,626-29.6% | $4,346-8.9% |
| Admin fee / account holder | $330 | $1,738-81.0% | $15,912-97.9% | $1,942-83.0% |