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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $42,438 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,026 |
EISNERAMPER LLP1 year Service code 99 16800 NORTH DALLAS PARKWAY · DALLAS, TX 75248 | Other Fees | $5,451 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,323 |
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 | $44,655 | $76,050-41.3% | $96,544-53.7% | $71,457-37.5% |
| Participation rate | 92.8% | 74.4%+18.4pp | 76.0%+16.9pp | 67.9%+24.9pp |
| Annual return | 18.43% | 22.81%-4.4pp | 25.84%-7.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,906 | $2,244-15.1% | $2,965-35.7% | $2,588-26.4% |
| Participant deferral / active EE | $5,486 | $4,215+30.2% | $4,851+13.1% | $4,289+27.9% |
| Admin fee / account holder | $294 | $2,707-89.1% | $8,252-96.4% | $1,587-81.5% |