See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,740 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $12,867 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $2,144 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $1,340 |
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 | $55,217 | $49,451+11.7% | $79,550-30.6% | $66,914-17.5% |
| Participation rate | 89.1% | 61.3%+27.8pp | 69.5%+19.6pp | 69.8%+19.3pp |
| Annual return | -16.58% | 84.25%-100.8pp | 0.16%-16.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,882 | $1,266+48.7% | $2,413-22.0% | $2,544-26.0% |
| Participant deferral / active EE | $4,282 | $3,159+35.6% | $3,985+7.4% | $4,237+1.1% |
| Admin fee / account holder | $183 | $595-69.2% | $6,832-97.3% | $593-69.1% |