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 VILLAGE, CO 80111 | Recordkeeping Fees | $24,635 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,125 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 | Contract Administrator | $4,425 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,306 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,341 | $72,254-56.6% | $86,677-63.8% | $64,808-51.6% |
| Participation rate | 36.1% | 80.4%-44.3pp | 76.6%-40.4pp | 71.5%-35.3pp |
| Annual return | -11.26% | 392.42%-403.7pp | 35.91%-47.2pp | 32.82%-44.1pp |
| Employer contribution / active EE | $455 | $2,393-81.0% | $2,836-84.0% | $2,506-81.9% |
| Participant deferral / active EE | $1,280 | $4,658-72.5% | $4,656-72.5% | $4,310-70.3% |
| Admin fee / account holder | $244 | $174+40.1% | $7,493-96.7% | $188+29.8% |