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) | $21,715 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $51,534 | $81,908-37.1% | $90,749-43.2% | $64,808-20.5% |
| Participation rate | 36.6% | 80.5%-43.9pp | 75.7%-39.1pp | 71.5%-34.9pp |
| Annual return | -15.13% | -12.53%-2.6pp | -12.16%-3.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $914 | $3,065-70.2% | $2,921-68.7% | $2,506-63.5% |
| Participant deferral / active EE | $1,574 | $4,840-67.5% | $4,564-65.5% | $4,310-63.5% |
| Admin fee / account holder | $191 | $157+21.3% | $8,445-97.7% | $188+1.5% |