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 7-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $634,924 |
Filed as: ORRICK HERRINGTON & SUTCLIFFE LLP Service code 29 405 HOWARD ST · SAN FRANCISCO, CA 94105 | Legal | $216,127 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 99 LOCKBOX 28025 · CHICAGO, IL 60673 | Other Fees | $170,061 |
KPMG LLP2 years Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $78,750 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $4,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,358 | $152,104+26.5% | $184,203+4.4% | $106,382+80.8% |
| Participation rate | 90.9% | 85.9%+5.0pp | 86.8%+4.0pp | 69.9%+21.0pp |
| Annual return | 16.00% | 20.70%-4.7pp | 28.81%-12.8pp | 17.37%-1.4pp |
| Employer contribution / active EE | $8,732 | $5,326+64.0% | $6,427+35.9% | $3,364+159.6% |
| Participant deferral / active EE | $13,727 | $8,559+60.4% | $9,131+50.3% | $5,569+146.5% |
| Admin fee / account holder | $71 | $103-30.5% | $13,901-99.5% | $79-10.1% |