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) | $31,934 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,307 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,821 |
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 | $66,471 | $79,013-15.9% | $100,391-33.8% | $74,495-10.8% |
| Participation rate | 86.3% | 79.5%+6.8pp | 81.5%+4.8pp | 67.2%+19.1pp |
| Annual return | 27.94% | 20.41%+7.5pp | 49.20%-21.3pp | 1364.94%-1337.0pp |
| Employer contribution / active EE | $6,119 | $3,021+102.5% | $3,942+55.2% | $2,623+133.3% |
| Participant deferral / active EE | $11,892 | $7,760+53.2% | $8,082+47.1% | $4,346+173.6% |
| Admin fee / account holder | $266 | $1,320-79.9% | $7,899-96.6% | $1,942-86.3% |