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 | $712 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,794 | $122,693+124.8% | $184,203+49.7% | $199,593+38.2% |
| Participation rate | 96.9% | 86.8%+10.1pp | 86.8%+10.1pp | 72.0%+25.0pp |
| Annual return | 16.44% | 143.91%-127.5pp | 28.81%-12.4pp | 34.25%-17.8pp |
| Employer contribution / active EE | $13,096 | $4,584+185.7% | $6,427+103.8% | $3,034+331.6% |
| Participant deferral / active EE | $14,975 | $7,990+87.4% | $9,131+64.0% | $5,087+194.4% |
| Admin fee / account holder | $0 | $121-99.8% | $13,901-100.0% | $269-99.9% |