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) | $9,965 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,922 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $864 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,823 | $56,317-13.3% | $71,209-31.4% | $74,304-34.3% |
| Participation rate | 28.3% | 55.1%-26.8pp | 73.8%-45.4pp | 60.3%-32.0pp |
| Annual return | 12.93% | 42.83%-29.9pp | 282.51%-269.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $549 | $2,160-74.6% | $2,721-79.8% | $2,241-75.5% |
| Participant deferral / active EE | $1,742 | $2,788-37.5% | $4,175-58.3% | $3,767-53.8% |
| Admin fee / account holder | $353 | $2,290-84.6% | $5,349-93.4% | $2,969-88.1% |