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 15 · EIN 84-0467907 | Recordkeeping | $584,799 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $102,763 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 PO BOX 5381 · DEPTFORD, NJ 08096 | Accounting | $6,900 |
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 | $172,731 | $122,186+41.4% | $146,958+17.5% | $199,593-13.5% |
| Participation rate | 97.1% | 78.3%+18.8pp | 82.2%+14.9pp | 72.0%+25.1pp |
| Annual return | 15.06% | 30.56%-15.5pp | 418.34%-403.3pp | 34.25%-19.2pp |
| Employer contribution / active EE | $4,191 | $4,093+2.4% | $4,933-15.0% | $3,034+38.1% |
| Participant deferral / active EE | $11,942 | $8,502+40.5% | $8,070+48.0% | $5,087+134.8% |
| Admin fee / account holder | $259 | $179+44.6% | $12,998-98.0% | $269-3.8% |