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 | $44,194 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $8,908 |
REGIONS BANK6 years Filed as: REGIONS FINANCIAL CORPORATION Service code 27 INSTITUTIONAL FEE TEAM · BIRMINGHAM, AL 35202 | Advisory (Plan) | $7,189 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,374 | $84,784-74.8% | $98,439-78.3% | $74,419-71.3% |
| Participation rate | 86.7% | 81.5%+5.1pp | 75.2%+11.5pp | 70.7%+16.0pp |
| Annual return | 16.37% | 20.59%-4.2pp | 21.16%-4.8pp | 34.38%-18.0pp |
| Employer contribution / active EE | $842 | $3,364-75.0% | $3,048-72.4% | $2,637-68.1% |
| Participant deferral / active EE | $2,736 | $5,218-47.6% | $4,738-42.3% | $4,528-39.6% |
| Admin fee / account holder | $111 | $204-45.5% | $8,948-98.8% | $348-67.9% |