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 | $99,777 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $79,260 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $1,134 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 | Securities brokerage | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $344,435 | $89,588+284.5% | $136,007+153.2% | $77,643+343.6% |
| Participation rate | 98.0% | 74.3%+23.7pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 14.11% | 17.42%-3.3pp | 579.32%-565.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $3,339 | $3,491-4.3% | $4,217-20.8% | $2,726+22.5% |
| Participant deferral / active EE | $12,299 | $5,591+120.0% | $7,025+75.1% | $4,647+164.6% |
| Admin fee / account holder | $271 | $539-49.8% | $6,858-96.1% | $430-37.1% |