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 3-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 · PENNINGTON, NJ 08534 | Advisory (Plan) | $20,354 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,441 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,857 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,984 | $95,274-52.8% | $135,903-66.9% | $74,419-39.6% |
| Participation rate | 54.0% | 78.2%-24.2pp | 81.9%-27.9pp | 70.7%-16.7pp |
| Annual return | 18.51% | 32.77%-14.3pp | 68.23%-49.7pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,632 | $3,874-57.9% | $4,856-66.4% | $2,637-38.1% |
| Participant deferral / active EE | $3,133 | $7,782-59.7% | $7,758-59.6% | $4,528-30.8% |
| Admin fee / account holder | $228 | $266-14.3% | $10,762-97.9% | $348-34.4% |