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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,534 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72,663 |
Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $808 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | Securities brokerage | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,593 | $82,978+273.1% | $130,231+137.7% | $74,419+316.0% |
| Participation rate | 98.5% | 73.7%+24.8pp | 76.3%+22.2pp | 70.7%+27.8pp |
| Annual return | 17.80% | 123.05%-105.3pp | 38.77%-21.0pp | 34.38%-16.6pp |
| Employer contribution / active EE | $3,232 | $3,391-4.7% | $4,126-21.7% | $2,637+22.5% |
| Participant deferral / active EE | $11,901 | $5,370+121.6% | $6,799+75.1% | $4,528+162.8% |
| Admin fee / account holder | $212 | $354-40.1% | $6,020-96.5% | $348-39.1% |