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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,693 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $61,123 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,222 | $91,372-84.4% | $129,995-89.1% | $74,419-80.9% |
| Participation rate | 97.6% | 77.8%+19.8pp | 78.5%+19.1pp | 70.7%+26.9pp |
| Annual return | 22.01% | 23.21%-1.2pp | -137.18%+159.2pp | 34.38%-12.4pp |
| Employer contribution / active EE | $2,010 | $2,563-21.6% | $4,320-53.5% | $2,637-23.8% |
| Participant deferral / active EE | $3,065 | $4,721-35.1% | $5,820-47.3% | $4,528-32.3% |
| Admin fee / account holder | $98 | $283-65.4% | $10,614-99.1% | $348-71.8% |