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 | $157,977 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62,483 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $644 |
Filed as: QDRO CONSULTANTS CO LLC Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $300 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 | Securities brokerage; Shareholder ser... | $0 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 | Recordkeeping | $0 |
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 | $134,073 | $110,299+21.6% | $102,423+30.9% | $199,593-32.8% |
| Participation rate | 96.3% | 86.3%+10.0pp | 76.5%+19.8pp | 72.0%+24.3pp |
| Annual return | 14.77% | 35.73%-21.0pp | 29.32%-14.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $4,934 | $3,603+36.9% | $3,023+63.2% | $3,034+62.6% |
| Participant deferral / active EE | $10,775 | $6,376+69.0% | $5,053+113.2% | $5,087+111.8% |
| Admin fee / account holder | $95 | $122-22.1% | $9,451-99.0% | $269-64.5% |