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) | $9,111 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,357 | $56,503-62.2% | $70,092-69.5% | $64,808-67.0% |
| Participation rate | 78.8% | 70.5%+8.3pp | 70.5%+8.3pp | 71.5%+7.3pp |
| Annual return | -15.85% | -13.44%-2.4pp | 190.73%-206.6pp | 32.82%-48.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,066 | $3,389-39.0% | $3,849-46.3% | $4,310-52.1% |
| Admin fee / account holder | $119 | $160-26.1% | $6,267-98.1% | $188-36.9% |