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 |
|---|---|---|
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 1900 5TH AVE N 25TH FL · BIRMINGHAM, AL 35203 | Advisory (Plan) | $11,078 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,416 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,128 |
Employer contribution per participant 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 | $48,154 | $65,435-26.4% | $86,677-44.4% | $66,914-28.0% |
| Participation rate | 89.9% | 75.5%+14.5pp | 76.6%+13.3pp | 69.8%+20.1pp |
| Annual return | -13.65% | -10.89%-2.8pp | 35.91%-49.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $690 | $2,153-67.9% | $2,836-75.7% | $2,544-72.9% |
| Participant deferral / active EE | $3,458 | $4,100-15.7% | $4,656-25.7% | $4,237-18.4% |
| Admin fee / account holder | $69 | $642-89.3% | $7,493-99.1% | $593-88.4% |