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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,318 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $16,184 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $2,697 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $1,686 |
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 | $43,918 | $53,165-17.4% | $86,188-49.0% | $74,419-41.0% |
| Participation rate | 80.6% | 64.9%+15.8pp | 69.0%+11.7pp | 70.7%+9.9pp |
| Annual return | 21.26% | 22.64%-1.4pp | 1168.45%-1147.2pp | 34.38%-13.1pp |
| Employer contribution / active EE | $578 | $1,210-52.2% | $2,380-75.7% | $2,637-78.1% |
| Participant deferral / active EE | $4,197 | $3,234+29.8% | $3,985+5.3% | $4,528-7.3% |
| Admin fee / account holder | $166 | $551-70.0% | $6,852-97.6% | $348-52.4% |