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 ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,929 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $35,507 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,316 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $18,047 |
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 | $94,302 | $48,750+93.4% | $88,946+6.0% | $74,304+26.9% |
| Participation rate | 99.5% | 44.5%+55.1pp | 68.8%+30.7pp | 60.3%+39.2pp |
| Annual return | 15.79% | 25.91%-10.1pp | 57.82%-42.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,312 | $1,255+84.2% | $2,555-9.5% | $2,241+3.1% |
| Participant deferral / active EE | $6,256 | $2,423+158.2% | $4,581+36.6% | $3,767+66.1% |
| Admin fee / account holder | $441 | $3,756-88.2% | $8,261-94.7% | $2,969-85.1% |