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 8-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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $58,659 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $13,347 |
PENSION ASSURANCE LLP5 years Service code 13 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Contract Administrator | $12,750 |
Service code 13 · EIN 39-1126909 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Contract Administrator | $6,070 |
Annual investment return 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 | $51,520 | $88,982-42.1% | $102,438-49.7% | $77,671-33.7% |
| Participation rate | 94.6% | 80.9%+13.6pp | 76.5%+18.1pp | 70.6%+24.0pp |
| Annual return | 11.67% | 25.01%-13.3pp | 29.37%-17.7pp | 31.21%-19.5pp |
| Employer contribution / active EE | $3,088 | $2,698+14.5% | $3,024+2.1% | $2,726+13.3% |
| Participant deferral / active EE | $5,297 | $5,144+3.0% | $5,054+4.8% | $4,648+14.0% |
| Admin fee / account holder | $112 | $236-52.5% | $9,448-98.8% | $430-74.0% |