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 7-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,507 |
Filed as: BANKPLUS DBA BANKPLUS WEALTH MANAGE Service code 27 1200 EASTOVER DR STE 300 · JACKSON, MS 39211 | Advisory (Plan) | $16,412 |
REGIONS BANK3 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 99 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Other Fees | $7,579 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,934 |
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 | $21,812 | $82,917-73.7% | $103,333-78.9% | $77,643-71.9% |
| Participation rate | 99.6% | 71.6%+28.0pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 20.94% | 19.13%+1.8pp | 24.88%-3.9pp | 31.24%-10.3pp |
| Employer contribution / active EE | $6,308 | $3,552+77.6% | $3,868+63.1% | $2,726+131.4% |
| Participant deferral / active EE | $2,486 | $4,108-39.5% | $5,057-50.8% | $4,647-46.5% |
| Admin fee / account holder | $170 | $638-73.3% | $8,355-98.0% | $430-60.4% |