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) | $25,884 |
DEFINITI LLC3 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $23,358 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,266 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,376 | $42,353-44.8% | $79,550-70.6% | $64,808-63.9% |
| Participation rate | 90.9% | 64.8%+26.2pp | 69.5%+21.4pp | 71.5%+19.4pp |
| Annual return | -27.82% | -12.24%-15.6pp | 0.16%-28.0pp | 32.82%-60.6pp |
| Employer contribution / active EE | $114 | $1,181-90.4% | $2,413-95.3% | $2,506-95.5% |
| Participant deferral / active EE | $4,205 | $3,170+32.6% | $3,985+5.5% | $4,310-2.4% |
| Admin fee / account holder | $164 | $160+2.9% | $6,832-97.6% | $188-12.5% |