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 INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $164,361 |
Filed as: FARMERS & MERCHANTS TRUST COMPANY Service code 27 20 S MAIN · CHAMBERSBURG, PA 17201 | Advisory (Plan) | $79,203 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $23,708 |
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.
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 | $71,052 | $62,624+13.5% | $177,989-60.1% | $77,643-8.5% |
| Participation rate | 90.0% | 66.8%+23.2pp | 77.1%+12.9pp | 70.6%+19.4pp |
| Annual return | 12.20% | 16.16%-4.0pp | 294.48%-282.3pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,547 | $1,909-19.0% | $3,949-60.8% | $2,726-43.3% |
| Participant deferral / active EE | $5,755 | $4,219+36.4% | $6,276-8.3% | $4,647+23.8% |
| Admin fee / account holder | $373 | $386-3.4% | $10,363-96.4% | $430-13.4% |