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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,746 |
CAPFINANCIAL PARTNERS LLC11+ years Service code 27 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $16,814 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $9,460 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,532 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,815 | $87,870-45.6% | $113,168-57.7% | $74,304-35.6% |
| Participation rate | 96.8% | 70.7%+26.0pp | 76.6%+20.2pp | 60.3%+36.4pp |
| Annual return | 15.00% | 26.44%-11.4pp | 24.27%-9.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,084 | $2,277-52.4% | $2,975-63.6% | $2,241-51.6% |
| Participant deferral / active EE | $3,669 | $4,241-13.5% | $5,107-28.2% | $3,767-2.6% |
| Admin fee / account holder | $343 | $3,368-89.8% | $12,068-97.2% | $2,969-88.5% |