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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $149,791 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 99 PO BOX 7398 · MADISON, WI 53707 | Other Fees | $37,800 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT I Service code 27 1300 THAMES ST WHARF FL 4 · BALTIMORE, MD 21231 | Advisory (Plan) | $26,500 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,163 | $100,923+169.7% | $150,045+81.4% | $74,304+266.3% |
| Participation rate | 99.1% | 70.1%+29.0pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | -13.57% | 51.77%-65.3pp | 62.55%-76.1pp | 29.43%-43.0pp |
| Employer contribution / active EE | $6,197 | $3,463+78.9% | $4,693+32.0% | $2,241+176.5% |
| Participant deferral / active EE | $25,645 | $6,709+282.2% | $7,997+220.7% | $3,767+580.7% |
| Admin fee / account holder | $217 | $2,767-92.1% | $13,435-98.4% | $2,969-92.7% |