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 | $28,580 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $10,275 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $7,913 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $5,583 |
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 | $50,928 | $79,944-36.3% | $98,439-48.3% | $75,163-32.2% |
| Participation rate | 92.2% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.0pp |
| Annual return | 17.83% | 19.75%-1.9pp | 21.16%-3.3pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,314 | $2,264+2.2% | $3,048-24.1% | $2,670-13.3% |
| Participant deferral / active EE | $4,932 | $3,752+31.4% | $4,738+4.1% | $4,125+19.6% |
| Admin fee / account holder | $363 | $6,840-94.7% | $8,948-95.9% | $5,651-93.6% |