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) | $21,948 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,974 |
Service code 13 · EIN 14-1759450 435 NEW KARNER ROAD · ALBANY, NY 12205 | Contract Administrator | $5,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARED ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,899 | $61,272+28.8% | $149,673-47.3% | $71,457+10.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.33% | 35.85%-18.5pp | 134.42%-117.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $4,782 | $2,378+101.1% | $4,818-0.7% | $2,588+84.8% |
| Participant deferral / active EE | $4,513 | $2,917+54.7% | $5,680-20.5% | $4,289+5.2% |
| Admin fee / account holder | $169 | $1,261-86.6% | $13,210-98.7% | $1,587-89.3% |