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) | $36,399 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,823 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,464 | $78,485+38.2% | $106,213+2.1% | $74,495+45.6% |
| Participation rate | 99.2% | 72.8%+26.3pp | 75.3%+23.9pp | 67.2%+32.0pp |
| Annual return | 14.50% | 15.95%-1.5pp | 116.14%-101.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $6,446 | $2,523+155.5% | $3,171+103.3% | $2,623+145.8% |
| Participant deferral / active EE | $7,608 | $4,322+76.0% | $5,016+51.7% | $4,346+75.1% |
| Admin fee / account holder | $206 | $2,232-90.8% | $11,033-98.1% | $1,942-89.4% |