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: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,546 |
ATWATER MALICK LLC6 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $118,678 |
PA RETIREMENT SOLUTIONS, INC.7+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $23,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,353 | $56,485+77.7% | $185,823-46.0% | $86,799+15.6% |
| Participation rate | 93.9% | 65.5%+28.4pp | 81.7%+12.2pp | 72.3%+21.6pp |
| Annual return | 15.14% | 118.04%-102.9pp | 122.05%-106.9pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,650 | $1,843+43.8% | $5,167-48.7% | $2,405+10.2% |
| Participant deferral / active EE | $4,653 | $2,553+82.3% | $5,568-16.4% | $4,131+12.6% |
| Admin fee / account holder | $287 | $150+91.6% | $16,237-98.2% | $170+69.0% |