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 | $516,607 |
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) | $100,940 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,878 | $182,927-38.8% | $200,582-44.2% | $117,739-5.0% |
| Participation rate | 81.6% | 92.5%-10.8pp | 86.9%-5.3pp | 76.6%+5.0pp |
| Annual return | 18.00% | 15.76%+2.2pp | 42.33%-24.3pp | 17.29%+0.7pp |
| Employer contribution / active EE | $3,701 | $5,985-38.2% | $6,419-42.3% | $3,746-1.2% |
| Participant deferral / active EE | $8,710 | $9,711-10.3% | $9,331-6.7% | $6,128+42.1% |
| Admin fee / account holder | $73 | $95-22.9% | $16,305-99.6% | $112-34.5% |