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) | $19,609 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,134 |
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 | $57,947 | $78,976-26.6% | $100,383-42.3% | $74,546-22.3% |
| Participation rate | 80.2% | 79.5%+0.7pp | 81.5%-1.3pp | 67.2%+13.0pp |
| Annual return | 24.31% | 20.62%+3.7pp | 49.26%-25.0pp | 1366.03%-1341.7pp |
| Employer contribution / active EE | $6,244 | $3,019+106.9% | $3,944+58.3% | $2,624+137.9% |
| Participant deferral / active EE | $10,002 | $7,758+28.9% | $8,086+23.7% | $4,347+130.1% |
| Admin fee / account holder | $292 | $1,330-78.1% | $7,900-96.3% | $1,944-85.0% |