Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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) | $27,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,532 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,328 | $54,558+60.1% | $76,002+14.9% | $74,546+17.1% |
| Participation rate | 97.6% | 60.3%+37.3pp | 69.1%+28.5pp | 67.2%+30.4pp |
| Annual return | 14.10% | 31.83%-17.7pp | 360.07%-346.0pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $7,588 | $1,778+326.8% | $2,688+182.3% | $2,624+189.1% |
| Participant deferral / active EE | $11,926 | $3,065+289.1% | $4,257+180.2% | $4,347+174.3% |
| Admin fee / account holder | $162 | $2,232-92.7% | $6,414-97.5% | $1,944-91.7% |