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 | $26,284 |
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,228 |
MID-ATLANTIC PENSION SPECIALISTS10+ years Service code 13 · EIN 23-2776666 2851 SOUTH PIKE AVE · ALLENTOWN, PA 18103 | Contract Administrator | $5,102 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 13 | Contract Administrator | $1,795 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,954 | $65,561-61.9% | $91,541-72.7% | $74,304-66.4% |
| Participation rate | 100.0% | 56.6%+43.4pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 15.32% | 17.68%-2.4pp | 20.50%-5.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,771 | $1,717+61.4% | $2,505+10.7% | $2,241+23.7% |
| Participant deferral / active EE | $1,517 | $2,918-48.0% | $4,008-62.2% | $3,767-59.7% |
| Admin fee / account holder | $225 | $3,333-93.3% | $6,956-96.8% | $2,969-92.4% |