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 | $174,353 |
TRUSTMARK NATIONAL BANK9+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $101,890 |
REA SHAW GIFFIN & STUART LLP5 years Service code 10 PO BOX 2090 · MERIDIAN, MS 39302 | Accounting | $48,473 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $35,308 |
Service code 16 · EIN 34-1820650 | Consulting | $1,500 |
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 | $30,482 | $88,480-65.5% | $96,683-68.5% | $80,160-62.0% |
| Participation rate | 98.0% | 79.9%+18.1pp | 74.3%+23.6pp | 72.9%+25.0pp |
| Annual return | 15.84% | 22.53%-6.7pp | 35.69%-19.9pp | 40.38%-24.5pp |
| Employer contribution / active EE | $2,264 | $4,176-45.8% | $3,737-39.4% | $2,978-24.0% |
| Participant deferral / active EE | $1,871 | $3,959-52.7% | $4,878-61.6% | $5,017-62.7% |
| Admin fee / account holder | $132 | $212-37.9% | $6,730-98.0% | $145-9.2% |