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) | $27,950 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,768 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $12,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,262 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,057 | $101,955-28.3% | $112,887-35.3% | $71,457+2.2% |
| Participation rate | 98.6% | 82.1%+16.5pp | 80.5%+18.1pp | 67.9%+30.7pp |
| Annual return | 16.31% | 28.92%-12.6pp | 34.10%-17.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $4,135 | $4,743-12.8% | $4,563-9.4% | $2,588+59.8% |
| Participant deferral / active EE | $6,380 | $6,771-5.8% | $6,513-2.1% | $4,289+48.8% |
| Admin fee / account holder | $406 | $1,395-70.9% | $7,047-94.2% | $1,587-74.4% |