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 6-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 | $98,973 |
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) | $69,400 |
COHNREZNICK LLP1 year Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $14,100 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $588 |
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 | $62,242 | $56,638+9.9% | $169,368-63.3% | $74,419-16.4% |
| Participation rate | 95.3% | 67.5%+27.8pp | 77.1%+18.2pp | 70.7%+24.6pp |
| Annual return | 18.92% | 24.75%-5.8pp | 405.60%-386.7pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,982 | $2,027-2.2% | $4,013-50.6% | $2,637-24.9% |
| Participant deferral / active EE | $5,829 | $4,223+38.0% | $6,221-6.3% | $4,528+28.7% |
| Admin fee / account holder | $182 | $307-40.5% | $9,003-98.0% | $348-47.6% |