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 | $28,797 |
CHOREO LLC2 years Service code 27 2045 W GRAND AVENUE · CHICAGO, IL 60612 | Advisory (Plan) | $19,995 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN CONSULTANTS LLC Service code 13 · EIN 20-0223513 4949 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $17,941 |
Filed as: EMPOWER ADVISORY ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,207 |
Filed as: QDRO CONSULTANTS COMPANY Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,564 | $40,385-21.8% | $80,569-60.8% | $74,419-57.6% |
| Participation rate | 48.2% | 47.4%+0.8pp | 67.0%-18.8pp | 70.7%-22.5pp |
| Annual return | 20.71% | 164.85%-144.1pp | 935.43%-914.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $484 | $1,496-67.7% | $2,723-82.2% | $2,637-81.7% |
| Participant deferral / active EE | $1,767 | $2,674-33.9% | $4,447-60.3% | $4,528-61.0% |
| Admin fee / account holder | $175 | $720-75.7% | $5,377-96.7% | $348-49.8% |