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 | $25,426 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $9,216 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $7,156 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $5,031 |
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 | $29,652 | $60,229-50.8% | $90,749-67.3% | - |
| Participation rate | 91.9% | 66.7%+25.3pp | 75.7%+16.2pp | - |
| Annual return | -15.53% | -8.37%-7.2pp | -12.16%-3.4pp | - |
| Employer contribution / active EE | $2,161 | $1,436+50.5% | $2,921-26.0% | - |
| Participant deferral / active EE | $4,310 | $3,579+20.4% | $4,564-5.6% | - |
| Admin fee / account holder | $241 | $2,834-91.5% | $8,445-97.1% | - |