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 9-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) | $43,853 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,230 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,703 | $65,435+6.5% | $86,677-19.6% | $66,914+4.2% |
| Participation rate | 54.0% | 75.5%-21.5pp | 76.6%-22.6pp | 69.8%-15.8pp |
| Annual return | -8.24% | -10.89%+2.7pp | 35.91%-44.1pp | 1.58%-9.8pp |
| Employer contribution / active EE | $780 | $2,153-63.8% | $2,836-72.5% | $2,544-69.4% |
| Participant deferral / active EE | $3,407 | $4,100-16.9% | $4,656-26.8% | $4,237-19.6% |
| Admin fee / account holder | $446 | $642-30.5% | $7,493-94.0% | $593-24.8% |