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 15 · EIN 84-0467907 | Recordkeeping | $102,589 |
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Advisory (Plan) | $50,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,726 | $72,254+4.8% | $86,677-12.6% | $64,808+16.8% |
| Participation rate | 89.9% | 80.4%+9.5pp | 76.6%+13.3pp | 71.5%+18.4pp |
| Annual return | -13.72% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,245 | $2,393-6.2% | $2,836-20.8% | $2,506-10.4% |
| Participant deferral / active EE | $4,812 | $4,658+3.3% | $4,656+3.4% | $4,310+11.6% |
| Admin fee / account holder | $172 | $174-1.3% | $7,493-97.7% | $188-8.6% |