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: SNYDER AND CLEMENTE Service code 10 575 PIERCE ST STE 400 · KINGSTON, PA 18704 | Accounting | $12,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,433 | $117,025-75.7% | $91,541-68.9% | $85,563-66.8% |
| Participation rate | 99.6% | 64.2%+35.4pp | 69.8%+29.8pp | 66.0%+33.6pp |
| Annual return | 7.34% | 18.02%-10.7pp | 20.50%-13.2pp | 31.51%-24.2pp |
| Employer contribution / active EE | $1,213 | $2,120-42.8% | $2,505-51.6% | $2,654-54.3% |
| Participant deferral / active EE | $1,948 | $3,446-43.5% | $4,008-51.4% | $4,375-55.5% |
| Admin fee / account holder | $59 | $1,242-95.2% | $6,956-99.1% | $834-92.9% |