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 15 · EIN 84-0467907 | Recordkeeping | $137,502 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPT Service code 26 4208 SIX FORKS · RALEIGH, NC 27609 | Advisory (Participants) | $27,743 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $40 |
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 | $148,240 | $58,320+154.2% | $86,436+71.5% | $66,914+121.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.95% | -9.71%-4.2pp | 4394.89%-4408.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $7,612 | $2,615+191.0% | $3,769+102.0% | $2,544+199.2% |
| Participant deferral / active EE | $8,150 | $6,899+18.1% | $6,952+17.2% | $4,237+92.4% |
| Admin fee / account holder | $330 | $546-39.6% | $6,731-95.1% | $593-44.4% |