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) | $18,631 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $16,716 |
Filed as: EMPOWER Service code 22 · EIN 13-5674085 | Insurance Broker | $7,389 |
ASCENSUS LLC5 years Service code 13 · EIN 82-3719843 | Contract Administrator | $3,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,094 | $79,171-31.7% | $102,423-47.2% | $74,495-27.4% |
| Participation rate | 67.6% | 74.8%-7.2pp | 76.5%-8.9pp | 67.2%+0.4pp |
| Annual return | 9.04% | 54.93%-45.9pp | 29.32%-20.3pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,026 | $2,362-56.6% | $3,023-66.1% | $2,623-60.9% |
| Participant deferral / active EE | $2,568 | $4,415-41.8% | $5,053-49.2% | $4,346-40.9% |
| Admin fee / account holder | $262 | $2,001-86.9% | $9,451-97.2% | $1,942-86.5% |