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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,274 |
REGIONS BANK2+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $30,219 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $695 |
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 | $25,465 | $52,208-51.2% | $86,612-70.6% | $74,419-65.8% |
| Participation rate | 99.0% | 66.3%+32.7pp | 71.7%+27.3pp | 70.7%+28.3pp |
| Annual return | 22.36% | 44.46%-22.1pp | 591.07%-568.7pp | 34.38%-12.0pp |
| Employer contribution / active EE | $2,378 | $2,282+4.2% | $3,022-21.3% | $2,637-9.8% |
| Participant deferral / active EE | $4,412 | $3,383+30.4% | $4,438-0.6% | $4,528-2.6% |
| Admin fee / account holder | $135 | $319-57.7% | $5,614-97.6% | $348-61.2% |