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) | $35,214 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,484 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,293 | $73,397-5.6% | $178,014-61.1% | $74,546-7.0% |
| Participation rate | 78.9% | 66.6%+12.3pp | 77.1%+1.8pp | 67.2%+11.7pp |
| Annual return | 13.36% | 17.49%-4.1pp | 294.80%-281.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $2,195 | $2,217-1.0% | $3,950-44.4% | $2,624-16.3% |
| Participant deferral / active EE | $4,293 | $4,512-4.9% | $6,276-31.6% | $4,347-1.3% |
| Admin fee / account holder | $354 | $1,809-80.4% | $10,362-96.6% | $1,944-81.8% |