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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $14,897 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN ADMINISTRATIVE · SAN DIEGO, CA 92101 | Contract Administrator | $4,350 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $2,913 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,591 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $189 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,536 | $88,083-72.1% | $164,813-85.1% | $74,495-67.1% |
| Participation rate | 89.5% | 73.0%+16.5pp | 78.6%+10.9pp | 67.2%+22.3pp |
| Annual return | 2.74% | 17.26%-14.5pp | 69.93%-67.2pp | 1364.94%-1362.2pp |
| Employer contribution / active EE | $1,732 | $2,593-33.2% | $4,341-60.1% | $2,623-34.0% |
| Participant deferral / active EE | $1,652 | $4,498-63.3% | $6,031-72.6% | $4,346-62.0% |
| Admin fee / account holder | $144 | $2,234-93.5% | $12,690-98.9% | $1,942-92.6% |