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 |
|---|---|---|
Filed as: PENNSYLVANIA PENSION PLANNERS Service code 49 · EIN 23-1735188 2090 LINGLESTOWN RD · HARRISBURG, PA 17110 | Other Services | $7,855 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS CAPITAL, INC. Service code 49 · EIN 45-2712335 2090 LINGLESTOWN RD · HARRISBURG, PA 17110 | Other Services | $7,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,458 | $80,724+48.0% | $103,333+15.6% | $74,495+60.4% |
| Participation rate | 97.7% | 65.7%+32.0pp | 74.5%+23.2pp | 67.2%+30.5pp |
| Annual return | 12.94% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,246 | $3,157-28.9% | $3,868-41.9% | $2,623-14.4% |
| Participant deferral / active EE | $6,351 | $3,860+64.5% | $5,057+25.6% | $4,346+46.2% |
| Admin fee / account holder | $95 | $2,368-96.0% | $8,355-98.9% | $1,942-95.1% |