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 6-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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $24,926 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,218 |
PASI, LLC4+ years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $17,804 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,335 | $34,677-38.5% | $77,024-72.3% | $64,808-67.1% |
| Participation rate | 74.9% | 49.8%+25.1pp | 67.9%+7.0pp | 71.5%+3.5pp |
| Annual return | -16.09% | -5.33%-10.8pp | 42.32%-58.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $702 | $1,370-48.7% | $2,812-75.0% | $2,506-72.0% |
| Participant deferral / active EE | $2,943 | $2,556+15.1% | $4,426-33.5% | $4,310-31.7% |
| Admin fee / account holder | $148 | $179-17.2% | $5,425-97.3% | $188-21.3% |