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 3-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 · PENNINGTON, NJ 08534 | Advisory (Plan) | $18,617 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,289 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,704 | $84,487-44.7% | $125,339-62.7% | $66,914-30.2% |
| Participation rate | 54.2% | 76.4%-22.2pp | 82.4%-28.1pp | 69.8%-15.6pp |
| Annual return | -17.42% | -8.39%-9.0pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,056 | $3,553-42.1% | $4,814-57.3% | $2,544-19.2% |
| Participant deferral / active EE | $4,011 | $6,781-40.8% | $7,446-46.1% | $4,237-5.3% |
| Admin fee / account holder | $257 | $685-62.5% | $10,010-97.4% | $593-56.7% |