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) | $33,190 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,091 |
WEYRICH, CRONIN & SORRA, LLC5 years Filed as: WEYRICH, CRONIN & SORRA LLC Service code 10 1301 YORK RD STE 800 · LUTHERVILLE, MD 21093 | Accounting | $11,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,403 |
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 | $95,287 | $51,045+86.7% | $70,515+35.1% | $71,457+33.3% |
| Participation rate | 96.2% | 59.4%+36.8pp | 68.3%+27.9pp | 67.9%+28.3pp |
| Annual return | 15.97% | 42.63%-26.7pp | 32.77%-16.8pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,192 | $1,790+22.4% | $2,973-26.3% | $2,588-15.3% |
| Participant deferral / active EE | $5,585 | $3,026+84.5% | $4,567+22.3% | $4,289+30.2% |
| Admin fee / account holder | $371 | $1,994-81.4% | $6,412-94.2% | $1,587-76.6% |