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) | $37,001 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,980 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,967 | $89,436-52.0% | $164,813-73.9% | $77,643-44.7% |
| Participation rate | 46.2% | 78.6%-32.4pp | 78.6%-32.4pp | 70.6%-24.4pp |
| Annual return | 18.59% | 28.83%-10.2pp | 69.93%-51.3pp | 31.24%-12.6pp |
| Employer contribution / active EE | $1,369 | $2,569-46.7% | $4,341-68.5% | $2,726-49.8% |
| Participant deferral / active EE | $2,655 | $4,897-45.8% | $6,031-56.0% | $4,647-42.9% |
| Admin fee / account holder | $105 | $339-69.1% | $12,690-99.2% | $430-75.7% |