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 | $19,439 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,226 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Service code 33 · EIN 94-1737782 211 MAIN ST SUITE 17 · SAN FRANCISCO, CA 94105 | Securities brokerage | $296 |
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 | $146,388 | $49,693+194.6% | $70,515+107.6% | $74,419+96.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 68.3%+31.7pp | 70.7%+29.3pp |
| Annual return | 18.97% | 21.22%-2.2pp | 32.77%-13.8pp | 34.38%-15.4pp |
| Employer contribution / active EE | $6,909 | $1,773+289.6% | $2,973+132.4% | $2,637+162.0% |
| Participant deferral / active EE | $9,842 | $3,376+191.6% | $4,567+115.5% | $4,528+117.4% |
| Admin fee / account holder | $25 | $316-92.0% | $6,412-99.6% | $348-92.7% |