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) | $53,212 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,890 |
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.)
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 | $71,177 | $50,458+41.1% | $159,960-55.5% | $64,808+9.8% |
| Participation rate | 46.9% | 68.0%-21.1pp | 78.0%-31.1pp | 71.5%-24.6pp |
| Annual return | -16.09% | -13.42%-2.7pp | 408.60%-424.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,007 | $1,722-41.5% | $4,226-76.2% | $2,506-59.8% |
| Participant deferral / active EE | $3,920 | $4,004-2.1% | $6,182-36.6% | $4,310-9.1% |
| Admin fee / account holder | $442 | $706-37.4% | $8,698-94.9% | $188+135.3% |