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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,235 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $43,484 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,454 | $89,436-21.2% | $164,813-57.3% | $77,643-9.3% |
| Participation rate | 81.7% | 78.6%+3.0pp | 78.6%+3.0pp | 70.6%+11.1pp |
| Annual return | 16.18% | 28.83%-12.6pp | 69.93%-53.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,643 | $2,569+41.8% | $4,341-16.1% | $2,726+33.7% |
| Participant deferral / active EE | $6,888 | $4,897+40.7% | $6,031+14.2% | $4,647+48.2% |
| Admin fee / account holder | $292 | $339-13.9% | $12,690-97.7% | $430-32.1% |