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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $112,750 |
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) | $80,797 |
COHNREZNICK LLP2 years Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $10,000 |
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 | $67,154 | $62,624+7.2% | $177,989-62.3% | $77,643-13.5% |
| Participation rate | 97.6% | 66.8%+30.8pp | 77.1%+20.6pp | 70.6%+27.1pp |
| Annual return | 15.48% | 16.16%-0.7pp | 294.48%-279.0pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,045 | $1,909+7.1% | $3,949-48.2% | $2,726-25.0% |
| Participant deferral / active EE | $6,274 | $4,219+48.7% | $6,2760% | $4,647+35.0% |
| Admin fee / account holder | $196 | $386-49.2% | $10,363-98.1% | $430-54.5% |