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 15 · EIN 84-0467907 | Recordkeeping | $130,705 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAP Service code 26 4208 SIX FORKS · RALEIGH, NC 27609 | Advisory (Participants) | $72,295 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage | $25 |
Service code 12 · EIN 13-3689044 | Float revenue; Sales loads (front end... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,487 | $69,477+171.3% | $94,646+99.1% | $71,457+163.8% |
| Participation rate | 83.1% | 78.4%+4.6pp | 80.8%+2.2pp | 67.9%+15.1pp |
| Annual return | 14.07% | 29.66%-15.6pp | 156.71%-142.6pp | 28.85%-14.8pp |
| Employer contribution / active EE | $8,026 | $2,853+181.3% | $3,672+118.6% | $2,588+210.2% |
| Participant deferral / active EE | $8,326 | $7,345+13.4% | $7,418+12.2% | $4,289+94.1% |
| Admin fee / account holder | $489 | $1,210-59.6% | $7,231-93.2% | $1,587-69.2% |