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 15 · EIN 84-0467907 | Recordkeeping | $731,995 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 50 · EIN 34-1820650 | Direct Payment | $88,070 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $33,492 |
LBMC, PC1 year Filed as: LBMC PC Service code 50 P.O. BOX 1869 · BRENTWOOD, TN 370241869 | Direct Payment | $22,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,148 | $73,283-64.3% | $155,509-83.2% | $106,382-75.4% |
| Participation rate | 36.3% | 73.3%-37.0pp | 78.2%-41.9pp | 69.9%-33.6pp |
| Annual return | 16.88% | 15.77%+1.1pp | 64.67%-47.8pp | 17.37%-0.5pp |
| Employer contribution / active EE | $488 | $2,247-78.3% | $4,672-89.6% | $3,364-85.5% |
| Participant deferral / active EE | $1,675 | $4,580-63.4% | $5,626-70.2% | $5,569-69.9% |
| Admin fee / account holder | $77 | $56+37.5% | $15,912-99.5% | $79-2.6% |