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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,504 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $65,920 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,435 |
MANER COSTERISAN9+ years Service code 10 · EIN 38-2157642 2425 E GRAND RIVER AVE, STE 1 · LANSING, MI 48912 | Accounting | $15,597 |
REHMANN ROBSON1 year Filed as: REHMANN LLC Service code 99 · EIN 38-3567911 5800 GRATIOT RD STE 201 · PO BOX, MI 48605 | Other Fees | $7,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $262,063 | $95,274+175.1% | $135,903+92.8% | $74,419+252.1% |
| Participation rate | 98.0% | 78.2%+19.9pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 16.82% | 32.77%-16.0pp | 68.23%-51.4pp | 34.38%-17.6pp |
| Employer contribution / active EE | $12,338 | $3,874+218.5% | $4,856+154.1% | $2,637+367.8% |
| Participant deferral / active EE | $11,045 | $7,782+41.9% | $7,758+42.4% | $4,528+143.9% |
| Admin fee / account holder | $190 | $266-28.6% | $10,762-98.2% | $348-45.4% |