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) | $35,769 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,180 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $6,365 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $290 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,183 | $76,050+0.2% | $96,544-21.1% | $71,457+6.6% |
| Participation rate | 61.3% | 74.4%-13.1pp | 76.0%-14.6pp | 67.9%-6.6pp |
| Annual return | 25.04% | 22.81%+2.2pp | 25.84%-0.8pp | 28.85%-3.8pp |
| Employer contribution / active EE | $969 | $2,244-56.8% | $2,965-67.3% | $2,588-62.6% |
| Participant deferral / active EE | $4,606 | $4,215+9.3% | $4,851-5.1% | $4,289+7.4% |
| Admin fee / account holder | $373 | $2,707-86.2% | $8,252-95.5% | $1,587-76.5% |