See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,979 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $1,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,308 | $62,127+79.2% | $81,382+36.8% | $74,495+49.4% |
| Participation rate | 91.8% | 64.0%+27.8pp | 69.5%+22.3pp | 67.2%+24.6pp |
| Annual return | 11.18% | 16.48%-5.3pp | 24.73%-13.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $3,129 | $1,882+66.2% | $2,463+27.1% | $2,623+19.3% |
| Participant deferral / active EE | $6,044 | $3,229+87.2% | $3,883+55.6% | $4,346+39.1% |
| Admin fee / account holder | $64 | $1,934-96.7% | $5,768-98.9% | $1,942-96.7% |