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) | $18,215 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,148 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,655 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,642 | $49,915+3.5% | $154,803-66.6% | $74,304-30.5% |
| Participation rate | 80.7% | 54.0%+26.8pp | 78.1%+2.6pp | 60.3%+20.4pp |
| Annual return | 18.23% | 34.06%-15.8pp | 58.88%-40.7pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,725 | $1,611+69.1% | $4,305-36.7% | $2,241+21.6% |
| Participant deferral / active EE | $5,734 | $2,255+154.3% | $5,540+3.5% | $3,767+52.2% |
| Admin fee / account holder | $127 | $2,189-94.2% | $14,329-99.1% | $2,969-95.7% |