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 | $116,726 |
REGIONS BANK2 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $69,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,176 | $99,078-17.1% | $96,544-14.9% | $74,419+10.4% |
| Participation rate | 91.2% | 80.7%+10.6pp | 76.0%+15.3pp | 70.7%+20.5pp |
| Annual return | 15.18% | 22.48%-7.3pp | 25.84%-10.7pp | 34.38%-19.2pp |
| Employer contribution / active EE | $2,337 | $2,570-9.1% | $2,965-21.2% | $2,637-11.4% |
| Participant deferral / active EE | $4,892 | $4,933-0.8% | $4,851+0.8% | $4,528+8.0% |
| Admin fee / account holder | $194 | $225-13.7% | $8,252-97.7% | $348-44.3% |