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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) | $67,237 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,242 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,572 | $44,960+161.5% | $84,966+38.4% | $74,495+57.8% |
| Participation rate | 97.9% | 49.4%+48.6pp | 67.5%+30.4pp | 67.2%+30.7pp |
| Annual return | 9.61% | 26.24%-16.6pp | 66.38%-56.8pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $2,106 | $1,457+44.5% | $2,727-22.8% | $2,623-19.7% |
| Participant deferral / active EE | $7,385 | $2,731+170.4% | $4,519+63.4% | $4,346+69.9% |
| Admin fee / account holder | $548 | $2,209-75.2% | $6,149-91.1% | $1,942-71.8% |