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) | $22,123 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,082 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,931 |
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 | $67,635 | $88,634-23.7% | $101,326-33.2% | $74,304-9.0% |
| Participation rate | 78.2% | 76.9%+1.3pp | 81.5%-3.3pp | 60.3%+17.8pp |
| Annual return | 24.91% | 33.10%-8.2pp | 36.82%-11.9pp | 29.43%-4.5pp |
| Employer contribution / active EE | $2,920 | $2,930-0.4% | $3,665-20.3% | $2,241+30.3% |
| Participant deferral / active EE | $10,221 | $7,322+39.6% | $7,994+27.9% | $3,767+171.3% |
| Admin fee / account holder | $326 | $2,425-86.6% | $11,185-97.1% | $2,969-89.0% |