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 5-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $84,168 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $62,728 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $13,500 |
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 | $166,506 | $99,078+68.1% | $96,544+72.5% | $74,419+123.7% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.0%-76.0pp | 70.7%-70.7pp |
| Annual return | 15.91% | 22.48%-6.6pp | 25.84%-9.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $3,722 | $2,570+44.8% | $2,965+25.5% | $2,637+41.1% |
| Participant deferral / active EE | $8,301 | $4,933+68.3% | $4,851+71.1% | $4,528+83.3% |
| Admin fee / account holder | $271 | $225+20.7% | $8,252-96.7% | $348-22.0% |