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) | $34,123 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,341 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,534 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $5,471 |
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 | $82,961 | $59,417+39.6% | $93,606-11.4% | $74,495+11.4% |
| Participation rate | 66.1% | 59.7%+6.4pp | 68.7%-2.6pp | 67.2%-1.1pp |
| Annual return | 13.37% | 81.83%-68.5pp | 133.20%-119.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,136 | $1,264+69.0% | $2,420-11.7% | $2,623-18.6% |
| Participant deferral / active EE | $4,101 | $3,050+34.5% | $4,411-7.0% | $4,346-5.6% |
| Admin fee / account holder | $798 | $3,021-73.6% | $8,285-90.4% | $1,942-58.9% |