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) | $76,133 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,581 |
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 | $147,319 | $98,727+49.2% | $113,168+30.2% | $85,563+72.2% |
| Participation rate | 73.8% | 80.8%-7.0pp | 76.6%-2.7pp | 66.0%+7.9pp |
| Annual return | 16.47% | 17.43%-1.0pp | 24.27%-7.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $3,502 | $2,907+20.5% | $2,975+17.7% | $2,654+32.0% |
| Participant deferral / active EE | $10,334 | $5,424+90.5% | $5,107+102.4% | $4,375+136.2% |
| Admin fee / account holder | $489 | $357+37.1% | $12,068-95.9% | $834-41.4% |