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) | $20,087 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,113 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,322 | $71,142-63.0% | $119,609-78.0% | $64,808-59.4% |
| Participation rate | 40.9% | 78.6%-37.7pp | 79.3%-38.3pp | 71.5%-30.5pp |
| Annual return | -15.20% | -10.01%-5.2pp | -14.97%-0.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,045 | $2,497-58.1% | $4,232-75.3% | $2,506-58.3% |
| Participant deferral / active EE | $2,039 | $4,490-54.6% | $5,602-63.6% | $4,310-52.7% |
| Admin fee / account holder | $64 | $162-60.3% | $10,323-99.4% | $188-65.7% |