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) | $12,436 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,888 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,764 | $73,867-84.1% | $143,757-91.8% | $68,494-82.8% |
| Participation rate | 81.0% | 66.7%+14.3pp | 80.3%+0.6pp | 67.9%+13.1pp |
| Annual return | -16.51% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,167 | $3,184-63.3% | $4,951-76.4% | $2,596-55.0% |
| Participant deferral / active EE | $2,209 | $3,384-34.7% | $5,637-60.8% | $4,027-45.2% |
| Admin fee / account holder | $89 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |