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: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $12,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,132 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $234 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,517 | $91,407-20.7% | $135,903-46.6% | $71,457+1.5% |
| Participation rate | 99.2% | 75.7%+23.6pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 11.72% | 29.90%-18.2pp | 68.23%-56.5pp | 28.85%-17.1pp |
| Employer contribution / active EE | $2,760 | $3,703-25.5% | $4,856-43.2% | $2,588+6.7% |
| Participant deferral / active EE | $5,925 | $7,092-16.5% | $7,758-23.6% | $4,289+38.1% |
| Admin fee / account holder | $289 | $1,266-77.1% | $10,762-97.3% | $1,587-81.8% |