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 |
|---|---|---|
VICUS CAPITAL9 years Service code 27 476 ROLLING RIDGE DR STE 315 · STATE COLLEGE, PA 16801 | Advisory (Plan) | $51,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,779 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 13 2500 MONROE BLVD · AUDUBON, PA 19403 | Contract Administrator | $16,267 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,462 |
Filed as: PRIME PENSIONS INC Service code 99 25B VREELAND RD STE 209 · FLOEHAM PARK, NJ 079321910 | Other Fees | $5,629 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,664 | $30,588-39.0% | $53,898-65.4% | $85,563-78.2% |
| Participation rate | 94.9% | 26.3%+68.6pp | 55.0%+40.0pp | 66.0%+29.0pp |
| Annual return | 16.13% | 50.42%-34.3pp | 528.60%-512.5pp | 31.51%-15.4pp |
| Employer contribution / active EE | $279 | $436-36.1% | $932-70.1% | $2,654-89.5% |
| Participant deferral / active EE | $1,551 | $848+82.9% | $1,826-15.1% | $4,375-64.6% |
| Admin fee / account holder | $120 | $1,879-93.6% | $2,491-95.2% | $834-85.6% |