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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,387 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,111 |
PA RETIREMENT SOLUTIONS, INC.10+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $15,322 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 10 804 WAYNE AVE · CHAMBERSBURG, PA 17201 | Accounting | $11,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,573 | $49,915-8.7% | $154,803-70.6% | $74,304-38.7% |
| Participation rate | 63.5% | 54.0%+9.5pp | 78.1%-14.6pp | 60.3%+3.1pp |
| Annual return | 10.93% | 34.06%-23.1pp | 58.88%-47.9pp | 29.43%-18.5pp |
| Employer contribution / active EE | $716 | $1,611-55.6% | $4,305-83.4% | $2,241-68.1% |
| Participant deferral / active EE | $1,872 | $2,255-17.0% | $5,540-66.2% | $3,767-50.3% |
| Admin fee / account holder | $407 | $2,189-81.4% | $14,329-97.2% | $2,969-86.3% |