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 7-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) | $21,894 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,119 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,117 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,928 | $69,477-38.2% | $94,646-54.6% | $71,457-39.9% |
| Participation rate | 80.9% | 78.4%+2.5pp | 80.8%+0.1pp | 67.9%+13.0pp |
| Annual return | 26.38% | 29.66%-3.3pp | 156.71%-130.3pp | 28.85%-2.5pp |
| Employer contribution / active EE | $5,196 | $2,853+82.1% | $3,672+41.5% | $2,588+100.8% |
| Participant deferral / active EE | $10,401 | $7,345+41.6% | $7,418+40.2% | $4,289+142.5% |
| Admin fee / account holder | $151 | $1,210-87.5% | $7,231-97.9% | $1,587-90.5% |