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) | $34,152 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,946 |
DAYFORCE US INC1 year Service code 99 3311 E OLD SHAKOPEE RD · MINNEAPOLIS, MN 55425 | Other Fees | $12,678 |
Service code 10 9401 W 87TH ST STE 200 · OVERLAND PARK, KS 66212 | Accounting | $11,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,769 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,995 | $109,413+55.4% | $156,263+8.8% | $84,808+100.4% |
| Participation rate | 96.9% | 72.7%+24.2pp | 78.9%+18.0pp | 68.3%+28.6pp |
| Annual return | 18.84% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $398 | $2,907-86.3% | $4,333-90.8% | $2,631-84.9% |
| Participant deferral / active EE | $8,817 | $4,590+92.1% | $6,158+43.2% | $4,212+109.4% |
| Admin fee / account holder | $560 | $9,357-94.0% | $14,255-96.1% | $7,344-92.4% |