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) | $37,522 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,601 |
PKS & COMPANY, PA2 years Filed as: PKS & COMPANY, P.A. Service code 99 PO BOX 72 · SALISBURY, MD 21803 | Other Fees | $12,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,447 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $195,740 | $101,317+93.2% | $146,958+33.2% | $74,495+162.8% |
| Participation rate | 84.0% | 75.5%+8.5pp | 82.2%+1.8pp | 67.2%+16.8pp |
| Annual return | 20.86% | 8730.91%-8710.0pp | 418.34%-397.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $2,317 | $3,810-39.2% | $4,933-53.0% | $2,623-11.7% |
| Participant deferral / active EE | $6,934 | $7,303-5.1% | $8,070-14.1% | $4,346+59.6% |
| Admin fee / account holder | $486 | $1,739-72.1% | $12,998-96.3% | $1,942-75.0% |