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 LLC1+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,019 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,800 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $22 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,458 | $56,640+50.9% | $80,975+5.5% | $57,658+48.2% |
| Participation rate | 77.6% | 75.9%+1.7pp | 75.8%+1.7pp | 70.2%+7.3pp |
| Annual return | 8.65% | 19.97%-11.3pp | 17.10%-8.5pp | 5.13%+3.5pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,448 | $4,944+10.2% | $5,696-4.4% | $3,061+78.0% |
| Admin fee / account holder | $97 | $87+11.6% | $5,516-98.2% | $95+2.8% |