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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $73,121 |
Filed as: EMPOWER LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,129 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,900 |
JM PENSION ADVISORY, INC.9 years Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $1,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,354 | $119,446-72.9% | $150,045-78.4% | $85,563-62.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 16.06% | 23.72%-7.7pp | 62.55%-46.5pp | 31.51%-15.4pp |
| Employer contribution / active EE | $4,907 | $4,078+20.3% | $4,693+4.6% | $2,654+84.9% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $245 | $548-55.3% | $13,435-98.2% | $834-70.7% |