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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $72,980 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,331 |
Annual investment return 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 | $46,848 | $91,372-48.7% | $129,995-64.0% | $74,419-37.0% |
| Participation rate | 93.7% | 77.8%+15.9pp | 78.5%+15.2pp | 70.7%+22.9pp |
| Annual return | 13.79% | 23.21%-9.4pp | -137.18%+151.0pp | 34.38%-20.6pp |
| Employer contribution / active EE | $1,545 | $2,563-39.7% | $4,320-64.2% | $2,637-41.4% |
| Participant deferral / active EE | $4,410 | $4,721-6.6% | $5,820-24.2% | $4,528-2.6% |
| Admin fee / account holder | $191 | $283-32.4% | $10,614-98.2% | $348-45.0% |