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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $16,888 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,540 |
Filed as: REA & ASSOCIATES INC. Service code 13 · EIN 34-1310124 P.O. BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $3,745 |
Filed as: JANET A PANEBIANCO CPA PLLC Service code 13 · EIN 71-1039549 3937 TAMPA RD, STE 4 · OLDSMAR, FL 34677 | Contract Administrator | $1,384 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,384 | $111,090-49.2% | $156,263-63.9% | - |
| Participation rate | 83.8% | 75.0%+8.8pp | 78.9%+4.9pp | - |
| Annual return | 17.74% | 16.66%+1.1pp | 59.47%-41.7pp | - |
| Employer contribution / active EE | $1,729 | $2,524-31.5% | $4,333-60.1% | - |
| Participant deferral / active EE | $2,986 | $4,469-33.2% | $6,158-51.5% | - |
| Admin fee / account holder | $324 | $15,012-97.8% | $14,255-97.7% | - |