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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $434,296 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $250,561 |
CHARLES SCHWAB & CO., INC.10+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1,143 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,802 | $145,516-33.5% | $184,203-47.4% | $99,062-2.3% |
| Participation rate | 96.2% | 90.3%+6.0pp | 86.8%+9.4pp | 71.6%+24.6pp |
| Annual return | 16.53% | 21.23%-4.7pp | 28.81%-12.3pp | 17.66%-1.1pp |
| Employer contribution / active EE | $2,764 | $5,354-48.4% | $6,427-57.0% | $3,262-15.3% |
| Participant deferral / active EE | $8,580 | $8,423+1.9% | $9,131-6.0% | $5,331+60.9% |
| Admin fee / account holder | $63 | $78-18.9% | $13,901-99.5% | $109-42.2% |