See peer percentile detail. $4.99 for your first month.
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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 | $604,722 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $99,770 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 500 MAMARONECK AVE STE 301 · HARRISON, NY 10528 | Accounting | $24,650 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $400 |
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 | $156,939 | $107,459+46.0% | $135,903+15.5% | $80,160+95.8% |
| Participation rate | 88.5% | 78.0%+10.5pp | 81.9%+6.6pp | 72.9%+15.6pp |
| Annual return | 18.68% | 91.91%-73.2pp | 68.23%-49.5pp | 40.38%-21.7pp |
| Employer contribution / active EE | $3,549 | $3,877-8.5% | $4,856-26.9% | $2,978+19.2% |
| Participant deferral / active EE | $10,128 | $8,195+23.6% | $7,758+30.5% | $5,017+101.9% |
| Admin fee / account holder | $205 | $127+61.7% | $10,762-98.1% | $145+41.6% |