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 ANERUCAN BLVD BUILDING 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $44,657 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST · OAK BROOK, IL 60523 | Accounting | $17,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $7,565 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $755 |
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 | $84,823 | $91,372-7.2% | $129,995-34.7% | $74,419+14.0% |
| Participation rate | 73.2% | 77.8%-4.6pp | 78.5%-5.3pp | 70.7%+2.5pp |
| Annual return | 13.30% | 23.21%-9.9pp | -137.18%+150.5pp | 34.38%-21.1pp |
| Employer contribution / active EE | $1,828 | $2,563-28.7% | $4,320-57.7% | $2,637-30.7% |
| Participant deferral / active EE | $3,365 | $4,721-28.7% | $5,820-42.2% | $4,528-25.7% |
| Admin fee / account holder | $244 | $283-14.0% | $10,614-97.7% | $348-29.9% |