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) | $41,115 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,467 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,128 | $101,317-11.0% | $146,958-38.7% | $74,495+21.0% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.2%-10.7pp | 67.2%+4.2pp |
| Annual return | 13.71% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,083 | $3,810-19.1% | $4,933-37.5% | $2,623+17.5% |
| Participant deferral / active EE | $7,129 | $7,303-2.4% | $8,070-11.7% | $4,346+64.0% |
| Admin fee / account holder | $324 | $1,739-81.4% | $12,998-97.5% | $1,942-83.3% |