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 6-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,220 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $7,959 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $3,151 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,690 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $525 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $328 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,322 | $65,561-46.1% | $86,188-59.0% | $75,163-53.0% |
| Participation rate | 93.5% | 60.5%+33.0pp | 69.0%+24.5pp | 67.2%+26.3pp |
| Annual return | 51.18% | 46.05%+5.1pp | 1168.45%-1117.3pp | 160.62%-109.4pp |
| Employer contribution / active EE | $2,280 | $1,553+46.8% | $2,380-4.2% | $2,670-14.6% |
| Participant deferral / active EE | $5,089 | $3,024+68.3% | $3,985+27.7% | $4,125+23.4% |
| Admin fee / account holder | $223 | $5,474-95.9% | $6,852-96.7% | $5,651-96.1% |