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 · EIN 84-0467907 | Recordkeeping | $27,807 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,925 | $47,126-32.3% | $149,673-78.7% | $74,419-57.1% |
| Participation rate | 44.2% | 63.4%-19.2pp | 78.8%-34.6pp | 70.7%-26.6pp |
| Annual return | 12.70% | 22.75%-10.1pp | 134.42%-121.7pp | 34.38%-21.7pp |
| Employer contribution / active EE | $608 | $1,905-68.1% | $4,818-87.4% | $2,637-77.0% |
| Participant deferral / active EE | $1,859 | $2,728-31.9% | $5,680-67.3% | $4,528-58.9% |
| Admin fee / account holder | $153 | $343-55.4% | $13,210-98.8% | $348-56.1% |