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 10-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) | $16,187 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,587 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,659 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,677 | $88,083+74.5% | $164,813-6.8% | $74,495+106.3% |
| Participation rate | 94.3% | 73.0%+21.3pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 20.08% | 17.26%+2.8pp | 69.93%-49.9pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $9,179 | $2,593+254.0% | $4,341+111.4% | $2,623+249.9% |
| Participant deferral / active EE | $8,326 | $4,498+85.1% | $6,031+38.0% | $4,346+91.6% |
| Admin fee / account holder | $258 | $2,234-88.4% | $12,690-98.0% | $1,942-86.7% |