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 | $151,876-13.6% | $113,168+16.0% | $117,739+11.5% |
| Participation rate | 99.5% | 92.5%+7.0pp | 76.6%+23.0pp | 76.6%+22.9pp |
| Annual return | 14.69% | 15.75%-1.1pp | 24.27%-9.6pp | 17.29%-2.6pp |
| Employer contribution / active EE | $6,520 | $4,598+41.8% | $2,975+119.2% | $3,746+74.1% |
| Participant deferral / active EE | $6,319 | $7,767-18.6% | $5,107+23.7% | $6,128+3.1% |
| Admin fee / account holder | $133 | $70+90.0% | $12,068-98.9% | $112+18.8% |