Filed June 12, 2025 (most recent of 5 filings on file)
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 15 · EIN 84-0467907 | Recordkeeping | $357,193 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $58,000 |
Filed as: QDRO CONSULANTS COMPANY, LLC Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,048 | $50,127+43.7% | $149,673-51.9% | $80,160-10.1% |
| Participation rate | 96.8% | 64.3%+32.5pp | 78.8%+18.0pp | 72.9%+23.9pp |
| Annual return | 17.70% | 29.82%-12.1pp | 134.42%-116.7pp | 40.38%-22.7pp |
| Employer contribution / active EE | $2,113 | $1,865+13.3% | $4,818-56.1% | $2,978-29.0% |
| Participant deferral / active EE | $5,039 | $3,194+57.8% | $5,680-11.3% | $5,017+0.4% |
| Admin fee / account holder | $84 | $153-45.0% | $13,210-99.4% | $145-42.0% |