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) | $26,572 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,666 |
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 | $635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,585 | $55,415+58.1% | $155,509-43.7% | $74,495+17.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.79% | 268.50%-253.7pp | 64.67%-49.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $4,943 | $2,267+118.0% | $4,672+5.8% | $2,623+88.4% |
| Participant deferral / active EE | $5,291 | $2,836+86.6% | $5,626-6.0% | $4,346+21.8% |
| Admin fee / account holder | $201 | $1,738-88.5% | $15,912-98.7% | $1,942-89.7% |