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 6-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) | $58,467 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,903 |
WITHUMSMITH+BROWN, PC1 year Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $18,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,154 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,005 | $88,083-8.0% | $164,813-50.9% | $74,495+8.7% |
| Participation rate | 98.9% | 73.0%+25.8pp | 78.6%+20.3pp | 67.2%+31.7pp |
| Annual return | 13.34% | 17.26%-3.9pp | 69.93%-56.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,103 | $2,593+58.2% | $4,341-5.5% | $2,623+56.4% |
| Participant deferral / active EE | $10,547 | $4,498+134.5% | $6,031+74.9% | $4,346+142.7% |
| Admin fee / account holder | $505 | $2,234-77.4% | $12,690-96.0% | $1,942-74.0% |