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 13 · EIN 06-1050034 | Contract Administrator | $105,169 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,973 | $72,482+55.9% | $129,110-12.5% | $64,808+74.3% |
| Participation rate | 97.8% | 79.2%+18.6pp | 77.3%+20.6pp | 71.5%+26.4pp |
| Annual return | -13.35% | -9.08%-4.3pp | -10.94%-2.4pp | 32.82%-46.2pp |
| Employer contribution / active EE | $2,363 | $4,247-44.4% | $5,052-53.2% | $2,506-5.7% |
| Participant deferral / active EE | $7,698 | $5,679+35.5% | $6,542+17.7% | $4,310+78.6% |
| Admin fee / account holder | $145 | $144+0.6% | $14,302-99.0% | $188-22.7% |