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) | $56,072 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,072 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,285 | $65,435-24.7% | $86,677-43.1% | $66,914-26.3% |
| Participation rate | 67.0% | 75.5%-8.5pp | 76.6%-9.6pp | 69.8%-2.8pp |
| Annual return | -12.06% | -10.89%-1.2pp | 35.91%-48.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $1,617 | $2,153-24.9% | $2,836-43.0% | $2,544-36.5% |
| Participant deferral / active EE | $5,033 | $4,100+22.8% | $4,656+8.1% | $4,237+18.8% |
| Admin fee / account holder | $144 | $642-77.6% | $7,493-98.1% | $593-75.7% |