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 | $94,596 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $83,683 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,321 | $2,679,533-99.2% | $164,813-87.1% | $199,593-89.3% |
| Participation rate | 90.8% | 78.3%+12.5pp | 78.6%+12.2pp | 72.0%+18.9pp |
| Annual return | 15.97% | 17.93%-2.0pp | 69.93%-54.0pp | 34.25%-18.3pp |
| Employer contribution / active EE | $1,847 | $2,970-37.8% | $4,341-57.5% | $3,034-39.1% |
| Participant deferral / active EE | $2,709 | $5,010-45.9% | $6,031-55.1% | $5,087-46.8% |
| Admin fee / account holder | $152 | $1,982-92.3% | $12,690-98.8% | $269-43.5% |