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 10-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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,143 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,969 | $79,124-49.5% | $60,874-34.3% | $64,808-38.3% |
| Participation rate | 36.8% | 77.7%-40.9pp | 73.1%-36.3pp | 71.5%-34.7pp |
| Annual return | -15.15% | -7.13%-8.0pp | 16.90%-32.0pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,164 | $3,050-61.8% | $2,701-56.9% | $2,506-53.6% |
| Participant deferral / active EE | $1,694 | $3,725-54.5% | $3,817-55.6% | $4,310-60.7% |
| Admin fee / account holder | $157 | $106+48.3% | $3,224-95.1% | $188-16.5% |