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 | $21,280 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $124 |
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 | $134,778 | $44,764+201.1% | $68,791+95.9% | $64,808+108.0% |
| Participation rate | 99.7% | 64.8%+34.9pp | 69.0%+30.7pp | 71.5%+28.2pp |
| Annual return | -15.98% | -10.91%-5.1pp | -6.38%-9.6pp | 32.82%-48.8pp |
| Employer contribution / active EE | $6,929 | $1,775+290.3% | $2,655+161.0% | $2,506+176.5% |
| Participant deferral / active EE | $9,860 | $3,238+204.5% | $3,941+150.2% | $4,310+128.8% |
| Admin fee / account holder | $19 | $151-87.3% | $4,932-99.6% | $188-89.8% |