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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $204,829 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $78,221 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,917 | $115,744+33.8% | $100,391+54.3% | $199,593-22.4% |
| Participation rate | 97.9% | 85.7%+12.2pp | 81.5%+16.4pp | 72.0%+25.9pp |
| Annual return | 12.86% | 17.79%-4.9pp | 49.20%-36.3pp | 34.25%-21.4pp |
| Employer contribution / active EE | $4,548 | $3,657+24.4% | $3,942+15.4% | $3,034+49.9% |
| Participant deferral / active EE | $12,269 | $9,844+24.6% | $8,082+51.8% | $5,087+141.2% |
| Admin fee / account holder | $90 | $93-2.6% | $7,899-98.9% | $269-66.3% |