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 Service code 15 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $537,875 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 17 4208 SIX FORKS RD · RALEIGH, NC 27609 | Pension Consulting | $120,023 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 52-1885118 | Accounting | $29,505 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $14,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,273 | $67,679+8.3% | $155,509-52.9% | $99,062-26.0% |
| Participation rate | 81.9% | 67.2%+14.7pp | 78.2%+3.7pp | 71.6%+10.3pp |
| Annual return | 15.68% | 16.16%-0.5pp | 64.67%-49.0pp | 17.66%-2.0pp |
| Employer contribution / active EE | $3,488 | $2,268+53.8% | $4,672-25.3% | $3,262+6.9% |
| Participant deferral / active EE | $6,233 | $3,828+62.8% | $5,626+10.8% | $5,331+16.9% |
| Admin fee / account holder | $141 | $94+50.8% | $15,912-99.1% | $109+29.7% |