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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,657 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $72,400 |
HARCROS CHEMICALS1 year Filed as: HARCROS CHEMICALS INC Service code 99 5200 SPEAKER RD · KANSAS CITY, KS 66106 | Other Fees | $5,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,509 | $92,090+51.5% | $106,201+31.4% | $77,671+79.6% |
| Participation rate | 96.8% | 81.0%+15.7pp | 75.3%+21.5pp | 70.6%+26.2pp |
| Annual return | 13.91% | 17.89%-4.0pp | 116.26%-102.3pp | 31.21%-17.3pp |
| Employer contribution / active EE | $5,643 | $3,368+67.5% | $3,170+78.0% | $2,726+107.0% |
| Participant deferral / active EE | $7,037 | $5,386+30.6% | $5,012+40.4% | $4,648+51.4% |
| Admin fee / account holder | $214 | $219-2.5% | $11,039-98.1% | $430-50.4% |