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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $238,616 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $201,979 |
COHNREZNICK LLP1 year Service code 99 1301 6TH AVENUE, 10TH FLOOR · NEW YORK, NY 10019 | Other Fees | $11,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,714 | $117,739+5.1% | $101,794+21.5% | $117,739+5.1% |
| Participation rate | 95.1% | 76.6%+18.5pp | 69.2%+26.0pp | 76.6%+18.5pp |
| Annual return | 16.28% | 17.29%-1.0pp | 30.53%-14.2pp | 17.29%-1.0pp |
| Employer contribution / active EE | $4,233 | $3,746+13.0% | $2,289+84.9% | $3,746+13.0% |
| Participant deferral / active EE | $6,650 | $6,128+8.5% | $4,084+62.8% | $6,128+8.5% |
| Admin fee / account holder | $58 | $112-48.1% | $8,777-99.3% | $112-48.1% |