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) | $57,883 |
Service code 13 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $13,621 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,568 | $53,165-1.1% | $86,188-39.0% | $74,419-29.4% |
| Participation rate | 55.9% | 64.9%-9.0pp | 69.0%-13.1pp | 70.7%-14.9pp |
| Annual return | 16.63% | 22.64%-6.0pp | 1168.45%-1151.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,189 | $1,210-1.7% | $2,380-50.0% | $2,637-54.9% |
| Participant deferral / active EE | $2,219 | $3,234-31.4% | $3,985-44.3% | $4,528-51.0% |
| Admin fee / account holder | $219 | $551-60.2% | $6,852-96.8% | $348-36.9% |