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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,209 |
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) | $22,359 |
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 | $42,419 | $55,415-23.5% | $155,509-72.7% | $74,495-43.1% |
| Participation rate | 99.5% | 61.9%+37.6pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 14.50% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,952 | $2,267-13.9% | $4,672-58.2% | $2,623-25.6% |
| Participant deferral / active EE | $5,988 | $2,836+111.1% | $5,626+6.4% | $4,346+37.8% |
| Admin fee / account holder | $180 | $1,738-89.7% | $15,912-98.9% | $1,942-90.8% |