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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,088 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $7,116 |
PA RETIREMENT SOLUTIONS, INC.2+ years Filed as: PA RETIREMENT SOLUTIONS Service code 13 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $5,418 |
PA RETIREMENT SOLUTIONS, INC.2+ years Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 | Contract Administrator | $1,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,091 | $49,915-67.8% | $154,803-89.6% | $74,304-78.3% |
| Participation rate | 95.7% | 54.0%+41.7pp | 78.1%+17.6pp | 60.3%+35.3pp |
| Annual return | 48.88% | 34.06%+14.8pp | 58.88%-10.0pp | 29.43%+19.4pp |
| Employer contribution / active EE | $1,134 | $1,611-29.6% | $4,305-73.7% | $2,241-49.4% |
| Participant deferral / active EE | $3,569 | $2,255+58.3% | $5,540-35.6% | $3,767-5.3% |
| Admin fee / account holder | $110 | $2,189-95.0% | $14,329-99.2% | $2,969-96.3% |