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 BANK1+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Advisory (Plan) | $4,084 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,929 | $47,722-60.3% | $82,719-77.1% | $64,808-70.8% |
| Participation rate | 99.2% | 67.6%+31.5pp | 72.6%+26.6pp | 71.5%+27.7pp |
| Annual return | -38.19% | -13.05%-25.1pp | 701.18%-739.4pp | 32.82%-71.0pp |
| Employer contribution / active EE | $2,957 | $2,179+35.7% | $3,009-1.7% | $2,506+18.0% |
| Participant deferral / active EE | $6,118 | $3,329+83.8% | $4,395+39.2% | $4,310+41.9% |
| Admin fee / account holder | $149 | $143+4.5% | $5,329-97.2% | $188-20.5% |