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 3-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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,526 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $11,938 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $3,177 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $529 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $331 |
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 | $7,590 | $54,193-86.0% | $93,606-91.9% | $77,643-90.2% |
| Participation rate | 89.4% | 63.9%+25.5pp | 68.7%+20.7pp | 70.6%+18.9pp |
| Annual return | 24.25% | 30.54%-6.3pp | 133.20%-109.0pp | 31.24%-7.0pp |
| Employer contribution / active EE | $456 | $1,168-61.0% | $2,420-81.2% | $2,726-83.3% |
| Participant deferral / active EE | $2,919 | $3,144-7.1% | $4,411-33.8% | $4,647-37.2% |
| Admin fee / account holder | $97 | $576-83.2% | $8,285-98.8% | $430-77.5% |