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 3-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 |
|---|---|---|
Service code 27 2500 MONROE BOULEVARD · AUDOBON, PA 19403 | Advisory (Plan) | $14,552 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,064 |
THE MANDMARBLESTONE GROUP LLC1+ years Filed as: THE MANDMARBLESTNE GROUP LLC Service code 16 · EIN 20-4780677 | Consulting | $4,775 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $334 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,498 | $95,274-89.0% | $135,903-92.3% | $74,419-85.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 0.00% | 32.77%-32.8pp | 68.23%-68.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $1,744 | $3,874-55.0% | $4,856-64.1% | $2,637-33.9% |
| Participant deferral / active EE | $3,285 | $7,782-57.8% | $7,758-57.7% | $4,528-27.5% |
| Admin fee / account holder | $31 | $266-88.2% | $10,762-99.7% | $348-91.0% |