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 | $40,670 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,585 | $129,095+15.1% | $184,200-19.3% | $77,671+91.3% |
| Participation rate | 92.1% | 87.3%+4.7pp | 86.8%+5.2pp | 70.6%+21.5pp |
| Annual return | 19.09% | 33.29%-14.2pp | 28.80%-9.7pp | 31.21%-12.1pp |
| Employer contribution / active EE | $2,544 | $4,410-42.3% | $6,424-60.4% | $2,726-6.7% |
| Participant deferral / active EE | $8,148 | $7,300+11.6% | $9,132-10.8% | $4,648+75.3% |
| Admin fee / account holder | $47 | $256-81.6% | $13,907-99.7% | $430-89.1% |