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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,046 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $5,777 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $1,421 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $237 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,235 | $53,165-92.0% | $86,188-95.1% | $74,419-94.3% |
| Participation rate | 10.1% | 64.9%-54.8pp | 69.0%-58.9pp | 70.7%-60.6pp |
| Annual return | 39.64% | 22.64%+17.0pp | 1168.45%-1128.8pp | 34.38%+5.3pp |
| Employer contribution / active EE | $523 | $1,210-56.7% | $2,380-78.0% | $2,637-80.2% |
| Participant deferral / active EE | $2,676 | $3,234-17.3% | $3,985-32.8% | $4,528-40.9% |
| Admin fee / account holder | $41 | $551-92.6% | $6,852-99.4% | $348-88.3% |