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 7-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 |
|---|---|---|
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $44,600 |
Filed as: RETIRMENT MGMT SERVICES LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $18,988 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,146 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,541 | $98,727-10.3% | $113,168-21.8% | $85,563+3.5% |
| Participation rate | 95.1% | 80.8%+14.3pp | 76.6%+18.5pp | 66.0%+29.1pp |
| Annual return | 17.37% | 17.43%-0.1pp | 24.27%-6.9pp | 31.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,119 | $5,424-24.1% | $5,107-19.3% | $4,375-5.9% |
| Admin fee / account holder | $288 | $357-19.3% | $12,068-97.6% | $834-65.5% |