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) | $62,072 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,787 |
EIDE BAILLY LLP7 years Service code 10 PO BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $17,117 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,493 |
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 | $222,352 | $88,634+150.9% | $101,326+119.4% | $74,304+199.2% |
| Participation rate | 94.8% | 76.9%+18.0pp | 81.5%+13.3pp | 60.3%+34.5pp |
| Annual return | 15.67% | 33.10%-17.4pp | 36.82%-21.1pp | 29.43%-13.8pp |
| Employer contribution / active EE | $7,101 | $2,930+142.3% | $3,665+93.7% | $2,241+216.8% |
| Participant deferral / active EE | $9,295 | $7,322+26.9% | $7,994+16.3% | $3,767+146.7% |
| Admin fee / account holder | $800 | $2,425-67.0% | $11,185-92.8% | $2,969-73.0% |