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 |
|---|---|---|
Service code 99 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Fees | $229,293 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $354 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,286 | $91,407+5.3% | $135,903-29.2% | $71,457+34.7% |
| Participation rate | 99.5% | 75.7%+23.9pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | 17.76% | 29.90%-12.1pp | 68.23%-50.5pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,463 | $3,703-33.5% | $4,856-49.3% | $2,588-4.8% |
| Participant deferral / active EE | $9,902 | $7,092+39.6% | $7,758+27.6% | $4,289+130.9% |
| Admin fee / account holder | $271 | $1,266-78.6% | $10,762-97.5% | $1,587-83.0% |