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 |
|---|---|---|
Service code 50 · EIN 04-1590850 | Direct Payment | $41,092 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 50 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $7,788 |
REGIONS BANK6 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,021 | $60,989-26.2% | $60,874-26.0% | $66,914-32.7% |
| Participation rate | 70.8% | 74.5%-3.7pp | 73.1%-2.4pp | 69.8%+1.0pp |
| Annual return | -18.98% | -9.60%-9.4pp | 16.90%-35.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $449 | $2,661-83.1% | $2,701-83.4% | $2,544-82.3% |
| Participant deferral / active EE | $1,302 | $3,615-64.0% | $3,817-65.9% | $4,237-69.3% |
| Admin fee / account holder | $432 | $338+27.7% | $3,224-86.6% | $593-27.2% |