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) | $49,859 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,890 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,031 |
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 | $92,782 | $100,923-8.1% | $150,045-38.2% | $74,304+24.9% |
| Participation rate | 78.1% | 70.1%+8.0pp | 82.3%-4.3pp | 60.3%+17.7pp |
| Annual return | 18.45% | 51.77%-33.3pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $3,919 | $3,463+13.2% | $4,693-16.5% | $2,241+74.9% |
| Participant deferral / active EE | $8,356 | $6,709+24.5% | $7,997+4.5% | $3,767+121.8% |
| Admin fee / account holder | $331 | $2,767-88.0% | $13,435-97.5% | $2,969-88.8% |