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 | $25,496 |
CHOREO LLC1 year Service code 27 2045 W GRAND AVENUE · CHICAGO, IL 60612 | Advisory (Plan) | $19,984 |
QUALIFIED PLANS, LLC5 years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 13 · EIN 20-0223513 4949 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $18,199 |
Filed as: EMPOWER ADVISORY ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,304 | $37,317-34.9% | $77,024-68.4% | $77,904-68.8% |
| Participation rate | 33.5% | 46.9%-13.4pp | 67.9%-34.4pp | 73.7%-40.2pp |
| Annual return | -17.36% | -5.88%-11.5pp | 42.32%-59.7pp | 12.21%-29.6pp |
| Employer contribution / active EE | $319 | $1,218-73.8% | $2,812-88.6% | $2,848-88.8% |
| Participant deferral / active EE | $1,013 | $2,564-60.5% | $4,426-77.1% | $4,806-78.9% |
| Admin fee / account holder | $158 | $126+25.3% | $5,425-97.1% | $133+18.9% |