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) | $31,881 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,248 |
BAKER TILLY US, LLP1 year Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $13,230 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,785 |
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 | $98,241 | $113,016-13.1% | $103,476-5.1% | $74,495+31.9% |
| Participation rate | 94.2% | 80.8%+13.4pp | 80.5%+13.7pp | 67.2%+27.0pp |
| Annual return | 13.05% | 23.24%-10.2pp | 23.90%-10.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $6,645 | $4,881+36.1% | $4,672+42.2% | $2,623+153.4% |
| Participant deferral / active EE | $9,329 | $7,279+28.2% | $6,623+40.9% | $4,346+114.7% |
| Admin fee / account holder | $574 | $1,709-66.4% | $9,413-93.9% | $1,942-70.5% |