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) | $28,370 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,638 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,537 | $76,670-9.3% | $96,683-28.1% | $71,457-2.7% |
| Participation rate | 97.2% | 66.6%+30.6pp | 74.3%+22.8pp | 67.9%+29.2pp |
| Annual return | 21.18% | 48.29%-27.1pp | 35.69%-14.5pp | 28.85%-7.7pp |
| Employer contribution / active EE | $2,366 | $3,031-21.9% | $3,737-36.7% | $2,588-8.5% |
| Participant deferral / active EE | $7,088 | $3,771+88.0% | $4,878+45.3% | $4,289+65.3% |
| Admin fee / account holder | $228 | $2,028-88.7% | $6,730-96.6% | $1,587-85.6% |