See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $26,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,039 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,222 | $63,442+46.9% | $68,791+35.5% | $66,914+39.3% |
| Participation rate | 51.6% | 60.0%-8.4pp | 69.0%-17.4pp | 69.8%-18.2pp |
| Annual return | -16.54% | -8.29%-8.3pp | -6.38%-10.2pp | 1.58%-18.1pp |
| Employer contribution / active EE | $544 | $1,775-69.3% | $2,655-79.5% | $2,544-78.6% |
| Participant deferral / active EE | $4,441 | $2,945+50.8% | $3,941+12.7% | $4,237+4.8% |
| Admin fee / account holder | $370 | $577-35.9% | $4,932-92.5% | $593-37.6% |