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 | $19,270 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,197 |
MID-ATLANTIC PENSION SPECIALISTS8+ years Service code 13 · EIN 23-2776666 2851 SOUTH PIKE AVE · ALLENTOWN, PA 18103 | Contract Administrator | $3,391 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 13 | Contract Administrator | $1,301 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,294 | $56,423-69.3% | $77,163-77.6% | $71,457-75.8% |
| Participation rate | 94.8% | 64.3%+30.5pp | 69.6%+25.3pp | 67.9%+26.9pp |
| Annual return | 13.60% | 19.05%-5.4pp | 37.87%-24.3pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,128 | $1,866+14.0% | $2,535-16.1% | $2,588-17.8% |
| Participant deferral / active EE | $1,385 | $3,142-55.9% | $3,833-63.9% | $4,289-67.7% |
| Admin fee / account holder | $106 | $1,429-92.6% | $5,472-98.1% | $1,587-93.4% |