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 LLC3 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $47,392 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,426 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $285 |
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 | $107,776 | $55,449+94.4% | $83,848+28.5% | $56,287+91.5% |
| Participation rate | 98.2% | 68.0%+30.2pp | 76.1%+22.0pp | 69.9%+28.3pp |
| Annual return | -5.80% | -1.38%-4.4pp | 850.88%-856.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $4,013 | $2,430+65.1% | $3,631+10.5% | $2,111+90.1% |
| Participant deferral / active EE | $5,729 | $2,935+95.2% | $4,082+40.4% | $3,350+71.0% |
| Admin fee / account holder | $579 | $656-11.8% | $5,478-89.4% | $521+11.1% |