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) | $31,291 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,511 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,094 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $44,646 | $108,549-58.9% | $156,263-71.4% | $85,563-47.8% |
| Participation rate | 91.3% | 77.1%+14.2pp | 78.9%+12.3pp | 66.0%+25.3pp |
| Annual return | 15.78% | 21.79%-6.0pp | 59.47%-43.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $1,110 | $2,690-58.7% | $4,333-74.4% | $2,654-58.2% |
| Participant deferral / active EE | $3,303 | $4,800-31.2% | $6,158-46.4% | $4,375-24.5% |
| Admin fee / account holder | $111 | $650-82.9% | $14,255-99.2% | $834-86.7% |