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 LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $43,379 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,307 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,908 | $58,726+104.2% | $92,233+30.0% | $62,292+92.5% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.5%+20.7pp | 69.5%+27.6pp |
| Annual return | 16.18% | 43.62%-27.4pp | 176.28%-160.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $4,070 | $2,392+70.2% | $3,679+10.6% | $2,042+99.3% |
| Participant deferral / active EE | $5,422 | $2,766+96.0% | $3,897+39.1% | $3,169+71.1% |
| Admin fee / account holder | $552 | $556-0.7% | $5,194-89.4% | $479+15.2% |