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 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $50,064 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,755 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,888 | $101,499-45.9% | $147,005-62.7% | $74,546-26.4% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 17.13% | 8732.34%-8715.2pp | 418.76%-401.6pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $3,654 | $3,811-4.1% | $4,934-25.9% | $2,624+39.2% |
| Participant deferral / active EE | $7,854 | $7,304+7.5% | $8,070-2.7% | $4,347+80.7% |
| Admin fee / account holder | $226 | $1,748-87.1% | $13,006-98.3% | $1,944-88.4% |