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: MID ATLANTIC FINANCIAL MANAGEMENT I Service code 27 1251 WATERFRONT PLACE STE 510 · PITTSBURGH, PA 15222 | Advisory (Plan) | $24,002 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,971 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,658 | $84,487-12.8% | $125,339-41.2% | $66,914+10.1% |
| Participation rate | 74.8% | 76.4%-1.6pp | 82.4%-7.6pp | 69.8%+5.0pp |
| Annual return | 42.74% | -8.39%+51.1pp | 572.05%-529.3pp | 1.58%+41.2pp |
| Employer contribution / active EE | $2,970 | $3,553-16.4% | $4,814-38.3% | $2,544+16.7% |
| Participant deferral / active EE | $7,223 | $6,781+6.5% | $7,446-3.0% | $4,237+70.5% |
| Admin fee / account holder | $191 | $685-72.1% | $10,010-98.1% | $593-67.7% |