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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,065 |
REGIONS BANK5 years Filed as: REGIONS FINANCIAL CORPORATION Service code 27 INSTITUTIONAL FEE TEAM · BIRMINGHAM, AL 35202 | Advisory (Plan) | $19,658 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,884 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,161 | $81,908-74.2% | $90,749-76.7% | $64,808-67.3% |
| Participation rate | 89.2% | 80.5%+8.8pp | 75.7%+13.6pp | 71.5%+17.8pp |
| Annual return | -15.01% | -12.53%-2.5pp | -12.16%-2.8pp | 32.82%-47.8pp |
| Employer contribution / active EE | $930 | $3,065-69.7% | $2,921-68.2% | $2,506-62.9% |
| Participant deferral / active EE | $2,685 | $4,840-44.5% | $4,564-41.2% | $4,310-37.7% |
| Admin fee / account holder | $118 | $157-24.9% | $8,445-98.6% | $188-37.1% |