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 7-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 | $50,740 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $26,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,070 | $88,890-31.3% | $102,423-40.4% | $77,643-21.3% |
| Participation rate | 70.3% | 80.9%-10.7pp | 76.5%-6.2pp | 70.6%-0.3pp |
| Annual return | 11.79% | 24.98%-13.2pp | 29.32%-17.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,555 | $2,698-42.4% | $3,023-48.6% | $2,726-43.0% |
| Participant deferral / active EE | $4,012 | $5,145-22.0% | $5,053-20.6% | $4,647-13.7% |
| Admin fee / account holder | $302 | $235+28.1% | $9,451-96.8% | $430-29.9% |