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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $92,304 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,357 |
HAM, LANGSTON & BREZINA, LLP7 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $8,555 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,781 | $108,592-50.5% | $129,110-58.3% | $77,904-31.0% |
| Participation rate | 46.5% | 84.8%-38.3pp | 77.3%-30.8pp | 73.7%-27.2pp |
| Annual return | -15.26% | -13.72%-1.5pp | -10.94%-4.3pp | 12.21%-27.5pp |
| Employer contribution / active EE | $2,039 | $5,713-64.3% | $5,052-59.6% | $2,848-28.4% |
| Participant deferral / active EE | $2,821 | $7,051-60.0% | $6,542-56.9% | $4,806-41.3% |
| Admin fee / account holder | $106 | $91+16.3% | $14,302-99.3% | $133-19.9% |