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) | $41,424 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,787 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $198,189 | $86,929+128.0% | $102,423+93.5% | $80,856+145.1% |
| Participation rate | 98.0% | 72.4%+25.7pp | 76.5%+21.5pp | 67.6%+30.4pp |
| Annual return | 16.45% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,973 | $2,369+25.5% | $3,023-1.7% | $2,755+7.9% |
| Participant deferral / active EE | $21,261 | $4,118+416.2% | $5,053+320.8% | $4,296+394.9% |
| Admin fee / account holder | $331 | $8,049-95.9% | $9,451-96.5% | $6,918-95.2% |