See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $26,762 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,394 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,521 | $86,655-45.2% | $119,609-60.3% | $66,914-29.0% |
| Participation rate | 92.7% | 75.6%+17.1pp | 79.3%+13.4pp | 69.8%+22.9pp |
| Annual return | -16.14% | -8.00%-8.1pp | -14.97%-1.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,771 | $2,536+48.7% | $4,232-10.9% | $2,544+48.2% |
| Participant deferral / active EE | $4,894 | $4,358+12.3% | $5,602-12.6% | $4,237+15.5% |
| Admin fee / account holder | $243 | $755-67.8% | $10,323-97.6% | $593-59.0% |