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 | $203,388 |
PLP FINANCIAL - RP1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $72,230 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $20,803 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 500 MAMARONECK AVE STE 301 · HARRISON, NY 10528 | Accounting | $20,150 |
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 | $133,197 | $95,388+39.6% | $125,339+6.3% | $77,904+71.0% |
| Participation rate | 93.0% | 78.6%+14.4pp | 82.4%+10.6pp | 73.7%+19.3pp |
| Annual return | -16.22% | 116.19%-132.4pp | 572.05%-588.3pp | 12.21%-28.4pp |
| Employer contribution / active EE | $3,771 | $3,666+2.9% | $4,814-21.6% | $2,848+32.4% |
| Participant deferral / active EE | $9,894 | $7,711+28.3% | $7,446+32.9% | $4,806+105.9% |
| Admin fee / account holder | $88 | $119-25.9% | $10,010-99.1% | $133-33.6% |