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) | $130,049 |
Filed as: EMPOWER LIFE & ANNUITY INSRUANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,938 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,923 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 13 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $23,592 |
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 | $136,312 | $106,028+28.6% | $146,958-7.2% | $77,643+75.6% |
| Participation rate | 87.6% | 78.4%+9.2pp | 82.2%+5.4pp | 70.6%+17.0pp |
| Annual return | 21.48% | 56.73%-35.3pp | 418.34%-396.9pp | 31.24%-9.8pp |
| Employer contribution / active EE | $3,159 | $4,063-22.3% | $4,933-36.0% | $2,726+15.9% |
| Participant deferral / active EE | $9,415 | $7,990+17.8% | $8,070+16.7% | $4,647+102.6% |
| Admin fee / account holder | $427 | $337+26.6% | $12,998-96.7% | $430-0.8% |