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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $36,254 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $13,354 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 | Contract Administrator | $7,322 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $7,258 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 PO BOX 632886 · CHICAGO, OH 45263 | Contract Administrator | $0 |
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 | $68,787 | $80,968-15.0% | $96,544-28.8% | $75,163-8.5% |
| Participation rate | 93.8% | 71.8%+22.1pp | 76.0%+17.9pp | 67.2%+26.6pp |
| Annual return | 22.19% | 27.06%-4.9pp | 25.84%-3.7pp | 160.62%-138.4pp |
| Employer contribution / active EE | $3,826 | $2,282+67.7% | $2,965+29.0% | $2,670+43.3% |
| Participant deferral / active EE | $7,817 | $3,928+99.0% | $4,851+61.1% | $4,125+89.5% |
| Admin fee / account holder | $490 | $6,724-92.7% | $8,252-94.1% | $5,651-91.3% |