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 LLC9 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $128,345 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,583 |
PA RETIREMENT SOLUTIONS, INC.10+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $30,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,754 | $50,815+96.3% | $155,509-35.9% | $77,643+28.5% |
| Participation rate | 92.2% | 63.1%+29.1pp | 78.2%+14.0pp | 70.6%+21.6pp |
| Annual return | 12.88% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,711 | $1,993+36.1% | $4,672-42.0% | $2,726-0.5% |
| Participant deferral / active EE | $4,732 | $2,822+67.7% | $5,626-15.9% | $4,647+1.8% |
| Admin fee / account holder | $218 | $437-50.0% | $15,912-98.6% | $430-49.3% |