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: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $667,132 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $332,193 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 13 PO BOX 842875 · BOSTON, MA 022842875 | Contract Administrator | $22,000 |
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 | $131,262 | $141,850-7.5% | $112,040+17.2% | $118,972+10.3% |
| Participation rate | 99.5% | 92.6%+6.9pp | 76.5%+23.0pp | 78.0%+21.6pp |
| Annual return | 14.69% | 14.13%+0.6pp | 24.52%-9.8pp | 15.19%-0.5pp |
| Employer contribution / active EE | $6,520 | $4,195+55.4% | $2,954+120.7% | $3,776+72.7% |
| Participant deferral / active EE | $6,319 | $6,972-9.4% | $5,098+24.0% | $6,017+5.0% |
| Admin fee / account holder | $133 | $69+91.4% | $12,098-98.9% | $127+4.8% |