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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $216,201 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,000 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 PO BOX 5381 · DEPTFORD, NJ 08096 | Accounting | $33,965 |
Filed as: BOND SCHOENECK & KING PLLC Service code 29 PO BOX 11607 · SYRACUSE, NY 13218 | Legal | $2,041 |
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 | $117,932 | $53,136+121.9% | $155,509-24.2% | $199,593-40.9% |
| Participation rate | 53.4% | 64.1%-10.6pp | 78.2%-24.7pp | 72.0%-18.5pp |
| Annual return | 12.68% | 41.15%-28.5pp | 64.67%-52.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $817 | $1,851-55.9% | $4,672-82.5% | $3,034-73.1% |
| Participant deferral / active EE | $3,558 | $3,161+12.6% | $5,626-36.8% | $5,087-30.1% |
| Admin fee / account holder | $199 | $185+7.3% | $15,912-98.7% | $269-26.0% |