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) | $32,241 |
PKS & COMPANY, PA1 year Filed as: PKS & COMPANY, P.A. Service code 99 PO BOX 72 · SALISBURY, MD 21803 | Other Fees | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,404 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,464 |
Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,878 | $91,407+91.3% | $135,903+28.7% | $71,457+144.7% |
| Participation rate | 89.6% | 75.7%+13.9pp | 81.9%+7.7pp | 67.9%+21.6pp |
| Annual return | 22.12% | 29.90%-7.8pp | 68.23%-46.1pp | 28.85%-6.7pp |
| Employer contribution / active EE | $2,567 | $3,703-30.7% | $4,856-47.1% | $2,588-0.8% |
| Participant deferral / active EE | $7,618 | $7,092+7.4% | $7,758-1.8% | $4,289+77.6% |
| Admin fee / account holder | $461 | $1,266-63.6% | $10,762-95.7% | $1,587-70.9% |