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 |
|---|---|---|
ATWATER MALICK LLC8 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $107,866 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,844 |
PA RETIREMENT SOLUTIONS, INC.9+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $26,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,049 | $47,126+82.6% | $149,673-42.5% | $74,419+15.6% |
| Participation rate | 92.6% | 63.4%+29.2pp | 78.8%+13.8pp | 70.7%+21.9pp |
| Annual return | 16.53% | 22.75%-6.2pp | 134.42%-117.9pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,675 | $1,905+40.4% | $4,818-44.5% | $2,637+1.4% |
| Participant deferral / active EE | $4,751 | $2,728+74.2% | $5,680-16.4% | $4,528+4.9% |
| Admin fee / account holder | $201 | $343-41.5% | $13,210-98.5% | $348-42.3% |