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) | $35,955 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,154 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $739 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,168 | $84,487+93.1% | $125,339+30.2% | $66,914+143.8% |
| Participation rate | 83.5% | 76.4%+7.1pp | 82.4%+1.1pp | 69.8%+13.7pp |
| Annual return | -19.72% | -8.39%-11.3pp | 572.05%-591.8pp | 1.58%-21.3pp |
| Employer contribution / active EE | $2,443 | $3,553-31.2% | $4,814-49.3% | $2,544-4.0% |
| Participant deferral / active EE | $7,085 | $6,781+4.5% | $7,446-4.9% | $4,237+67.2% |
| Admin fee / account holder | $459 | $685-33.0% | $10,010-95.4% | $593-22.7% |