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: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,753 | $95,274+101.3% | $135,903+41.1% | $74,419+157.7% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 20.19% | 32.77%-12.6pp | 68.23%-48.0pp | 34.38%-14.2pp |
| Employer contribution / active EE | $11,512 | $3,874+197.1% | $4,856+137.1% | $2,637+336.5% |
| Participant deferral / active EE | $12,667 | $7,782+62.8% | $7,758+63.3% | $4,528+179.7% |
| Admin fee / account holder | $1 | $266-99.7% | $10,762-100.0% | $348-99.8% |