See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 · EIN 63-0371391 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $14,823 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $4,255 |
ADMIN. GROUP, LLC DBA TAG RESOURCES10+ years Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $924 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
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 | $43,389 | $80,717-46.2% | $154,803-72.0% | $84,808-48.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.05% | 37.96%-27.9pp | 58.88%-48.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $3,833 | $2,761+38.8% | $4,305-11.0% | $2,631+45.7% |
| Participant deferral / active EE | $4,487 | $3,303+35.8% | $5,540-19.0% | $4,212+6.5% |
| Admin fee / account holder | $179 | $6,746-97.3% | $14,329-98.7% | $7,344-97.6% |