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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,627 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $193,022 | $51,288+276.3% | $81,983+135.4% | $73,409+162.9% |
| Participation rate | 96.0% | 64.0%+32.1pp | 69.2%+26.8pp | 72.2%+23.9pp |
| Annual return | 14.83% | 29.48%-14.7pp | 41.31%-26.5pp | 59.29%-44.5pp |
| Employer contribution / active EE | $9,717 | $1,487+553.5% | $2,498+289.0% | $2,234+335.0% |
| Participant deferral / active EE | $14,152 | $2,715+421.2% | $3,722+280.2% | $3,805+271.9% |
| Admin fee / account holder | $11 | $125-91.0% | $5,664-99.8% | $158-92.8% |