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 | $7,960 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,886 | $55,415-38.9% | $155,509-78.2% | $74,495-54.5% |
| Participation rate | 96.0% | 61.9%+34.1pp | 78.2%+17.9pp | 67.2%+28.8pp |
| Annual return | 14.91% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,354 | $2,267+47.9% | $4,672-28.2% | $2,623+27.9% |
| Participant deferral / active EE | $6,201 | $2,836+118.6% | $5,626+10.2% | $4,346+42.7% |
| Admin fee / account holder | $132 | $1,738-92.4% | $15,912-99.2% | $1,942-93.2% |