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 9-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 DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $53,392 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,064 |
Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 55 12671 HIGH BLUFF DR STE 200 · SAN DIEGO, CA 92130 | Other Commissions | $4,895 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,583 | $76,050+12.5% | $96,544-11.4% | $71,457+19.8% |
| Participation rate | 75.2% | 74.4%+0.8pp | 76.0%-0.8pp | 67.9%+7.3pp |
| Annual return | 15.31% | 22.81%-7.5pp | 25.84%-10.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $5,291 | $2,244+135.8% | $2,965+78.5% | $2,588+104.5% |
| Participant deferral / active EE | $6,090 | $4,215+44.5% | $4,851+25.5% | $4,289+42.0% |
| Admin fee / account holder | $439 | $2,707-83.8% | $8,252-94.7% | $1,587-72.4% |