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 |
|---|---|---|
PA RETIREMENT SOLUTIONS, INC.4+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $13,050 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,406 |
Filed as: EMPOWER RETIREMENT ADVISOR SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,352 |
MARTIN M SACKS & ASSOCIATES4+ years Service code 10 4775 LINGLESTOWN RD · HARRISBURG, PA 17112 | Accounting | $3,130 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,817 | $55,449+16.9% | $83,848-22.7% | $56,287+15.2% |
| Participation rate | 93.3% | 68.0%+25.3pp | 76.1%+17.1pp | 69.9%+23.4pp |
| Annual return | -6.14% | -1.38%-4.8pp | 850.88%-857.0pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,102 | $2,935+73.8% | $4,082+25.0% | $3,350+52.3% |
| Admin fee / account holder | $81 | $656-87.7% | $5,478-98.5% | $521-84.5% |