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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $183,458 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $65,686 |
BDO USA, LLP3 years Service code 99 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Other Fees | $25,504 |
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 | $116,515 | $115,744+0.7% | $100,391+16.1% | $199,593-41.6% |
| Participation rate | 98.4% | 85.7%+12.7pp | 81.5%+16.9pp | 72.0%+26.4pp |
| Annual return | 15.12% | 17.79%-2.7pp | 49.20%-34.1pp | 34.25%-19.1pp |
| Employer contribution / active EE | $4,335 | $3,657+18.5% | $3,942+10.0% | $3,034+42.9% |
| Participant deferral / active EE | $13,845 | $9,844+40.6% | $8,082+71.3% | $5,087+172.2% |
| Admin fee / account holder | $146 | $93+56.8% | $7,899-98.2% | $269-45.8% |