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) | $31,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,060 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $6,679 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,958 | $81,908-64.6% | $90,749-68.1% | $64,808-55.3% |
| Participation rate | 87.1% | 80.5%+6.7pp | 75.7%+11.5pp | 71.5%+15.7pp |
| Annual return | -14.57% | -12.53%-2.0pp | -12.16%-2.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,412 | $3,065-53.9% | $2,921-51.7% | $2,506-43.6% |
| Participant deferral / active EE | $3,209 | $4,840-33.7% | $4,564-29.7% | $4,310-25.6% |
| Admin fee / account holder | $23 | $157-85.5% | $8,445-99.7% | $188-87.9% |