See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $38,786 |
CAPFINANCIAL PARTNERS LLC11+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $14,539 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $10,391 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $7,860 |
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 | $68,124 | $84,556-19.4% | $116,228-41.4% | $74,304-8.3% |
| Participation rate | 84.3% | 66.0%+18.2pp | 74.6%+9.7pp | 60.3%+23.9pp |
| Annual return | 18.45% | 18.35%+0.1pp | 90.06%-71.6pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,815 | $2,168-16.2% | $2,994-39.4% | $2,241-19.0% |
| Participant deferral / active EE | $3,895 | $3,814+2.1% | $4,953-21.4% | $3,767+3.4% |
| Admin fee / account holder | $547 | $3,792-85.6% | $11,989-95.4% | $2,969-81.6% |