Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible 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% |