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: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,422 |
ATWATER MALICK LLC7 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $106,745 |
PA RETIREMENT SOLUTIONS, INC.8+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $30,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,009 | $46,292+72.8% | $143,757-44.3% | $64,808+23.5% |
| Participation rate | 93.5% | 64.2%+29.3pp | 80.3%+13.2pp | 71.5%+22.0pp |
| Annual return | -16.28% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,595 | $1,910+35.9% | $4,951-47.6% | $2,506+3.5% |
| Participant deferral / active EE | $4,558 | $2,646+72.3% | $5,637-19.1% | $4,310+5.8% |
| Admin fee / account holder | $262 | $154+70.7% | $14,673-98.2% | $188+39.8% |