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 | $29,562 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,137 |
MID-ATLANTIC PENSION SPECIALISTS9+ years Service code 13 · EIN 23-2776666 2851 SOUTH PIKE AVE · ALLENTOWN, PA 18103 | Contract Administrator | $3,970 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 13 | Contract Administrator | $1,577 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100 |
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 | $20,317 | $62,127-67.3% | $81,382-75.0% | $74,495-72.7% |
| Participation rate | 95.2% | 64.0%+31.1pp | 69.5%+25.7pp | 67.2%+28.0pp |
| Annual return | 9.86% | 16.48%-6.6pp | 24.73%-14.9pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $2,413 | $1,882+28.2% | $2,463-2.0% | $2,623-8.0% |
| Participant deferral / active EE | $1,441 | $3,229-55.4% | $3,883-62.9% | $4,346-66.8% |
| Admin fee / account holder | $156 | $1,934-91.9% | $5,768-97.3% | $1,942-92.0% |