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) | $34,158 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,686 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,646 | $91,407-9.6% | $135,903-39.2% | $71,457+15.7% |
| Participation rate | 93.5% | 75.7%+17.8pp | 81.9%+11.6pp | 67.9%+25.6pp |
| Annual return | 14.46% | 29.90%-15.4pp | 68.23%-53.8pp | 28.85%-14.4pp |
| Employer contribution / active EE | $3,560 | $3,703-3.9% | $4,856-26.7% | $2,588+37.6% |
| Participant deferral / active EE | $8,943 | $7,092+26.1% | $7,758+15.3% | $4,289+108.5% |
| Admin fee / account holder | $291 | $1,266-77.0% | $10,762-97.3% | $1,587-81.7% |