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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $60,237 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $12,909 |
PENSION ASSURANCE LLP5 years Service code 13 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Contract Administrator | $12,750 |
Service code 13 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Contract Administrator | $6,764 |
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 | $129,403 | $88,982+45.4% | $102,438+26.3% | $77,671+66.6% |
| Participation rate | 89.1% | 80.9%+8.2pp | 76.5%+12.6pp | 70.6%+18.5pp |
| Annual return | 14.56% | 25.01%-10.5pp | 29.37%-14.8pp | 31.21%-16.7pp |
| Employer contribution / active EE | $2,924 | $2,698+8.4% | $3,024-3.3% | $2,726+7.2% |
| Participant deferral / active EE | $6,299 | $5,144+22.5% | $5,054+24.6% | $4,648+35.5% |
| Admin fee / account holder | $124 | $236-47.3% | $9,448-98.7% | $430-71.1% |