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 8-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) | $28,077 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,504 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $4,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,135 | $49,451-14.8% | $79,550-47.0% | $66,914-37.0% |
| Participation rate | 58.6% | 61.3%-2.8pp | 69.5%-10.9pp | 69.8%-11.2pp |
| Annual return | -11.85% | 84.25%-96.1pp | 0.16%-12.0pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,127 | $1,266+68.1% | $2,413-11.9% | $2,544-16.4% |
| Participant deferral / active EE | $3,580 | $3,159+13.3% | $3,985-10.2% | $4,237-15.5% |
| Admin fee / account holder | $433 | $595-27.2% | $6,832-93.7% | $593-27.0% |