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 4-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) | $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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,328 | $54,517+60.2% | $75,972+14.9% | $74,495+17.2% |
| Participation rate | 97.6% | 60.3%+37.3pp | 69.1%+28.5pp | 67.2%+30.4pp |
| Annual return | 14.10% | 31.82%-17.7pp | 359.55%-345.4pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $7,588 | $1,777+327.0% | $2,685+182.6% | $2,623+189.3% |
| Participant deferral / active EE | $11,926 | $3,066+289.0% | $4,255+180.2% | $4,346+174.4% |
| Admin fee / account holder | $162 | $2,229-92.7% | $6,467-97.5% | $1,942-91.7% |