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 | $655,214 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $201,043 |
RSM US LLP5 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $32,302 |
MIAMI INDUSTRIAL TRUCKS1 year Filed as: MIAMI CHILDREN'S HEALTH Service code 99 SYSTEM INC DBA NICKLAUS CH · MIAMI, FL 33155 | Other Fees | $1,500 |
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 | $95,804 | $53,136+80.3% | $155,509-38.4% | $199,593-52.0% |
| Participation rate | 97.6% | 64.1%+33.6pp | 78.2%+19.5pp | 72.0%+25.7pp |
| Annual return | 11.60% | 41.15%-29.5pp | 64.67%-53.1pp | 34.25%-22.6pp |
| Employer contribution / active EE | $4,187 | $1,851+126.2% | $4,672-10.4% | $3,034+38.0% |
| Participant deferral / active EE | $6,239 | $3,161+97.4% | $5,626+10.9% | $5,087+22.7% |
| Admin fee / account holder | $108 | $185-41.7% | $15,912-99.3% | $269-59.8% |