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 10-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $160,954 |
DELOITTE & TOUCHE LLP9 years Service code 10 8474 ROZITA LEE AVE STE 300 · LAS VEGAS, NV 89113 | Accounting | $132,385 |
MMA SECURITIES LLC9 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $37,358 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,747 | $76,173+53.3% | $81,382+43.5% | $199,593-41.5% |
| Participation rate | 94.5% | 76.3%+18.2pp | 69.5%+25.0pp | 72.0%+22.5pp |
| Annual return | 19.38% | 15.59%+3.8pp | 24.73%-5.3pp | 34.25%-14.9pp |
| Employer contribution / active EE | $3,456 | $2,792+23.8% | $2,463+40.3% | $3,034+13.9% |
| Participant deferral / active EE | $7,161 | $4,201+70.5% | $3,883+84.4% | $5,087+40.8% |
| Admin fee / account holder | $65 | $146-55.4% | $5,768-98.9% | $269-75.7% |