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 | Contract Administrator | $264,534 |
CAPFINANCIAL PARTNERS LLC4 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $219,282 |
COHN REZNICK LLP9+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $11,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,169 | $47,202+141.9% | $93,606+22.0% | $99,062+15.3% |
| Participation rate | 97.9% | 57.3%+40.6pp | 68.7%+29.2pp | 71.6%+26.3pp |
| Annual return | 12.47% | 13.08%-0.6pp | 133.20%-120.7pp | 17.66%-5.2pp |
| Employer contribution / active EE | $4,611 | $1,134+306.6% | $2,420+90.5% | $3,262+41.3% |
| Participant deferral / active EE | $6,757 | $2,296+194.3% | $4,411+53.2% | $5,331+26.7% |
| Admin fee / account holder | $65 | $86-23.9% | $8,285-99.2% | $109-40.0% |