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 3-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,538 |
REGIONS BANK3+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $14,434 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,284 | $88,083-56.5% | $164,813-76.8% | $74,495-48.6% |
| Participation rate | 99.2% | 73.0%+26.1pp | 78.6%+20.5pp | 67.2%+32.0pp |
| Annual return | 19.34% | 17.26%+2.1pp | 69.93%-50.6pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $2,494 | $2,593-3.8% | $4,341-42.6% | $2,623-4.9% |
| Participant deferral / active EE | $4,981 | $4,498+10.8% | $6,031-17.4% | $4,346+14.6% |
| Admin fee / account holder | $246 | $2,234-89.0% | $12,690-98.1% | $1,942-87.3% |