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) | $25,540 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,965 |
PASI, LLC5+ years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $19,135 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,218 |
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 | $23,630 | $40,385-41.5% | $80,569-70.7% | $74,419-68.2% |
| Participation rate | 77.0% | 47.4%+29.6pp | 67.0%+10.0pp | 70.7%+6.3pp |
| Annual return | 14.84% | 164.85%-150.0pp | 935.43%-920.6pp | 34.38%-19.5pp |
| Employer contribution / active EE | $673 | $1,496-55.0% | $2,723-75.3% | $2,637-74.5% |
| Participant deferral / active EE | $2,798 | $2,674+4.6% | $4,447-37.1% | $4,528-38.2% |
| Admin fee / account holder | $147 | $720-79.6% | $5,377-97.3% | $348-57.9% |