See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $10,521 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,268 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $609 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,025 | $101,317-17.1% | $146,958-42.8% | $74,495+12.8% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 14.42% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,576 | $3,810-32.4% | $4,933-47.8% | $2,623-1.8% |
| Participant deferral / active EE | $5,598 | $7,303-23.4% | $8,070-30.6% | $4,346+28.8% |
| Admin fee / account holder | $316 | $1,739-81.8% | $12,998-97.6% | $1,942-83.7% |