Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $75,793 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $56,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,360 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,356 | $106,110+19.1% | $147,005-14.0% | $77,671+62.7% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.3pp | 70.6%+27.8pp |
| Annual return | 17.20% | 56.77%-39.6pp | 418.76%-401.6pp | 31.21%-14.0pp |
| Employer contribution / active EE | $5,174 | $4,065+27.3% | $4,934+4.8% | $2,726+89.8% |
| Participant deferral / active EE | $15,410 | $7,992+92.8% | $8,070+91.0% | $4,648+231.5% |
| Admin fee / account holder | $177 | $338-47.5% | $13,006-98.6% | $430-58.8% |