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 9-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,353 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,625 | $70,669+256.1% | $169,368+48.6% | $75,163+234.8% |
| Participation rate | 95.9% | 64.8%+31.1pp | 77.1%+18.7pp | 67.2%+28.7pp |
| Annual return | 19.82% | 36.36%-16.5pp | 405.60%-385.8pp | 160.62%-140.8pp |
| Employer contribution / active EE | $5,617 | $2,211+154.1% | $4,013+40.0% | $2,670+110.4% |
| Participant deferral / active EE | $15,606 | $4,311+262.0% | $6,221+150.9% | $4,125+278.3% |
| Admin fee / account holder | $112 | $5,402-97.9% | $9,003-98.8% | $5,651-98.0% |