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 | $323,179 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $306,143 |
BALDWIN & BALDWIN PLLC2 years Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $74,992 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
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 | $83,983 | $145,877-42.4% | $150,045-44.0% | $102,872-18.4% |
| Participation rate | 94.9% | 79.8%+15.0pp | 82.3%+12.5pp | 73.0%+21.8pp |
| Annual return | 16.46% | 21.37%-4.9pp | 62.55%-46.1pp | 19.06%-2.6pp |
| Employer contribution / active EE | $2,439 | $4,710-48.2% | $4,693-48.0% | $3,526-30.8% |
| Participant deferral / active EE | $6,593 | $9,491-30.5% | $7,997-17.6% | $5,535+19.1% |
| Admin fee / account holder | $156 | $176-11.1% | $13,435-98.8% | $292-46.5% |