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 3-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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $149,237 |
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $6,300 |
QDRO CONSULTANTS COMPANY, LLC3+ years Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
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 | $114,184 | $122,693-6.9% | $184,203-38.0% | $199,593-42.8% |
| Participation rate | 97.7% | 86.8%+10.9pp | 86.8%+10.9pp | 72.0%+25.8pp |
| Annual return | 19.99% | 143.91%-123.9pp | 28.81%-8.8pp | 34.25%-14.3pp |
| Employer contribution / active EE | $5,142 | $4,584+12.2% | $6,427-20.0% | $3,034+69.5% |
| Participant deferral / active EE | $11,295 | $7,990+41.4% | $9,131+23.7% | $5,087+122.0% |
| Admin fee / account holder | $28 | $121-76.6% | $13,901-99.8% | $269-89.5% |