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 15 · EIN 84-0467907 | Recordkeeping | $1,154,342 |
FIDUCIENT ADVISORS LLC3 years Service code 27 500 QWEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $70,000 |
Service code 29 1600 BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Legal | $5,695 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $3,000 |
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 | $147,287 | $106,994+37.7% | $135,903+8.4% | $96,393+52.8% |
| Participation rate | 96.6% | 72.5%+24.1pp | 81.9%+14.7pp | 71.3%+25.3pp |
| Annual return | 19.78% | 26.64%-6.9pp | 68.23%-48.4pp | 22.88%-3.1pp |
| Employer contribution / active EE | $5,383 | $3,391+58.8% | $4,856+10.9% | $3,238+66.2% |
| Participant deferral / active EE | $13,072 | $7,968+64.1% | $7,758+68.5% | $5,455+139.6% |
| Admin fee / account holder | $98 | $79+23.8% | $10,762-99.1% | $74+32.4% |