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 | $97,527 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $23,104 |
PENSION ASSURANCE LLP5 years Service code 13 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Contract Administrator | $17,500 |
Service code 29 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $15,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,939 | $110,282+68.6% | $102,438+81.5% | $199,768-6.9% |
| Participation rate | 94.5% | 86.3%+8.2pp | 76.5%+18.0pp | 72.0%+22.5pp |
| Annual return | 13.78% | 35.75%-22.0pp | 29.37%-15.6pp | 34.26%-20.5pp |
| Employer contribution / active EE | $4,237 | $3,603+17.6% | $3,024+40.1% | $3,037+39.5% |
| Participant deferral / active EE | $8,766 | $6,376+37.5% | $5,054+73.5% | $5,090+72.2% |
| Admin fee / account holder | $112 | $122-8.7% | $9,448-98.8% | $269-58.5% |