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 9-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 15 · EIN 84-0467907 | Recordkeeping | $903,499 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $118,406 |
Service code 10 3421 RIDGEWOOD RD STE 300 · AKRON, OH 44333 | Accounting | $22,000 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,996 | $57,150+13.7% | $93,606-30.6% | $106,382-38.9% |
| Participation rate | 33.4% | 49.1%-15.7pp | 68.7%-35.3pp | 69.9%-36.4pp |
| Annual return | 13.45% | 15.81%-2.4pp | 133.20%-119.7pp | 17.37%-3.9pp |
| Employer contribution / active EE | $537 | $1,015-47.1% | $2,420-77.8% | $3,364-84.0% |
| Participant deferral / active EE | $1,691 | $1,853-8.8% | $4,411-61.7% | $5,569-69.6% |
| Admin fee / account holder | $92 | $64+42.3% | $8,285-98.9% | $79+15.5% |