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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $121,261 |
REGIONS BANK3 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $81,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,638 | $88,890-5.9% | $102,423-18.3% | $77,643+7.7% |
| Participation rate | 92.8% | 80.9%+11.9pp | 76.5%+16.3pp | 70.6%+22.2pp |
| Annual return | 12.60% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,521 | $2,698-6.6% | $3,023-16.6% | $2,726-7.5% |
| Participant deferral / active EE | $5,036 | $5,145-2.1% | $5,053-0.3% | $4,647+8.4% |
| Admin fee / account holder | $202 | $235-14.3% | $9,451-97.9% | $430-53.1% |