See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $5,993 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,372 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,884 | $49,915-2.1% | $154,803-68.4% | $74,304-34.2% |
| Participation rate | 96.9% | 54.0%+42.9pp | 78.1%+18.8pp | 60.3%+36.5pp |
| Annual return | 35.93% | 34.06%+1.9pp | 58.88%-23.0pp | 29.43%+6.5pp |
| Employer contribution / active EE | $3,416 | $1,611+112.0% | $4,305-20.7% | $2,241+52.4% |
| Participant deferral / active EE | $6,375 | $2,255+182.7% | $5,540+15.1% | $3,767+69.2% |
| Admin fee / account holder | $124 | $2,189-94.3% | $14,329-99.1% | $2,969-95.8% |