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 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $33,792 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,849 |
Service code 99 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Other Fees | $14,637 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,823 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,916 | $37,393+62.9% | $77,024-20.9% | $66,914-9.0% |
| Participation rate | 98.6% | 52.9%+45.7pp | 67.9%+30.6pp | 69.8%+28.7pp |
| Annual return | -15.18% | -3.29%-11.9pp | 42.32%-57.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,887 | $1,531+23.2% | $2,812-32.9% | $2,544-25.8% |
| Participant deferral / active EE | $4,982 | $2,617+90.3% | $4,426+12.5% | $4,237+17.6% |
| Admin fee / account holder | $292 | $567-48.5% | $5,425-94.6% | $593-50.8% |