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 BANK2 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $23,087 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,446 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,876 | $76,050-31.8% | $96,544-46.3% | $71,457-27.4% |
| Participation rate | 93.0% | 74.4%+18.6pp | 76.0%+17.0pp | 67.9%+25.0pp |
| Annual return | 14.06% | 22.81%-8.8pp | 25.84%-11.8pp | 28.85%-14.8pp |
| Employer contribution / active EE | $728 | $2,244-67.6% | $2,965-75.5% | $2,588-71.9% |
| Participant deferral / active EE | $3,512 | $4,215-16.7% | $4,851-27.6% | $4,289-18.1% |
| Admin fee / account holder | $133 | $2,707-95.1% | $8,252-98.4% | $1,587-91.6% |