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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $264,163 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Advisory (Plan) | $76,228 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $68,528 |
CLIFTONLARSONALLEN LLP1 year Service code 13 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Contract Administrator | $4,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,559 | $152,281-32.0% | $106,213-2.5% | $99,062+4.5% |
| Participation rate | 67.2% | 92.2%-25.0pp | 75.3%-8.1pp | 71.6%-4.4pp |
| Annual return | 12.40% | 15.00%-2.6pp | 116.14%-103.7pp | 17.66%-5.3pp |
| Employer contribution / active EE | $3,218 | $5,348-39.8% | $3,171+1.5% | $3,262-1.3% |
| Participant deferral / active EE | $5,782 | $8,206-29.5% | $5,016+15.3% | $5,331+8.5% |
| Admin fee / account holder | $62 | $77-20.0% | $11,033-99.4% | $109-43.1% |