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 | $47,028 |
PENSION ASSURANCE LLP5 years Service code 13 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Contract Administrator | $12,750 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $10,972 |
Service code 13 · EIN 06-1050034 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Contract Administrator | $9,568 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,537 | $88,982-45.5% | $102,438-52.6% | $77,671-37.5% |
| Participation rate | 87.3% | 80.9%+6.3pp | 76.5%+10.8pp | 70.6%+16.7pp |
| Annual return | 11.85% | 25.01%-13.2pp | 29.37%-17.5pp | 31.21%-19.4pp |
| Employer contribution / active EE | $746 | $2,698-72.3% | $3,024-75.3% | $2,726-72.6% |
| Participant deferral / active EE | $4,427 | $5,144-13.9% | $5,054-12.4% | $4,648-4.7% |
| Admin fee / account holder | $119 | $236-49.7% | $9,448-98.7% | $430-72.5% |