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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,747 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $10,483 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $2,436 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,237 | $84,685+47.9% | $142,942-12.4% | $67,986+84.2% |
| Participation rate | 99.2% | 61.4%+37.8pp | 76.8%+22.4pp | 57.2%+42.0pp |
| Annual return | 9.96% | 35.89%-25.9pp | 113.70%-103.7pp | 31.67%-21.7pp |
| Employer contribution / active EE | $541 | $2,263-76.1% | $4,139-86.9% | $2,019-73.2% |
| Participant deferral / active EE | $7,607 | $3,832+98.5% | $7,128+6.7% | $3,358+126.5% |
| Admin fee / account holder | $0 | $3,229-100.0% | $12,475-100.0% | $3,203-100.0% |