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 LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $415,956 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $98,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,859 | $145,516-35.5% | $184,203-49.0% | $99,062-5.3% |
| Participation rate | 0.0% | 90.3%-90.3pp | 86.8%-86.8pp | 71.6%-71.6pp |
| Annual return | 83.21% | 21.23%+62.0pp | 28.81%+54.4pp | 17.66%+65.6pp |
| Employer contribution / active EE | $3,345 | $5,354-37.5% | $6,427-48.0% | $3,262+2.5% |
| Participant deferral / active EE | $8,233 | $8,423-2.3% | $9,131-9.8% | $5,331+54.4% |
| Admin fee / account holder | $58 | $78-25.0% | $13,901-99.6% | $109-46.5% |