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 | $51,612 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $15,999 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $2,666 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $1,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,831 | $42,353-10.7% | $79,550-52.4% | $64,808-41.6% |
| Participation rate | 83.3% | 64.8%+18.5pp | 69.5%+13.8pp | 71.5%+11.8pp |
| Annual return | -16.67% | -12.24%-4.4pp | 0.16%-16.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $669 | $1,181-43.3% | $2,413-72.3% | $2,506-73.3% |
| Participant deferral / active EE | $4,326 | $3,170+36.4% | $3,985+8.5% | $4,310+0.4% |
| Admin fee / account holder | $212 | $160+32.9% | $6,832-96.9% | $188+12.9% |