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) | $19,638 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,785 | $87,870-22.9% | $113,168-40.1% | $74,304-8.8% |
| Participation rate | 56.9% | 70.7%-13.8pp | 76.6%-19.7pp | 60.3%-3.4pp |
| Annual return | 13.99% | 26.44%-12.4pp | 24.27%-10.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $396 | $2,277-82.6% | $2,975-86.7% | $2,241-82.3% |
| Participant deferral / active EE | $3,670 | $4,241-13.5% | $5,107-28.1% | $3,767-2.6% |
| Admin fee / account holder | $312 | $3,368-90.7% | $12,068-97.4% | $2,969-89.5% |