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 O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $129,843 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $34,975 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,571 | $92,055+51.6% | $106,213+31.4% | $77,643+79.8% |
| Participation rate | 94.9% | 81.0%+13.9pp | 75.3%+19.7pp | 70.6%+24.4pp |
| Annual return | 10.51% | 17.91%-7.4pp | 116.14%-105.6pp | 31.24%-20.7pp |
| Employer contribution / active EE | $2,582 | $3,367-23.3% | $3,171-18.6% | $2,726-5.3% |
| Participant deferral / active EE | $8,567 | $5,386+59.1% | $5,016+70.8% | $4,647+84.3% |
| Admin fee / account holder | $166 | $219-24.4% | $11,033-98.5% | $430-61.5% |