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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,300 |
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) | $37,987 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $13,248 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,905 | $95,274+50.0% | $135,903+5.2% | $74,419+92.0% |
| Participation rate | 89.1% | 78.2%+10.9pp | 81.9%+7.2pp | 70.7%+18.3pp |
| Annual return | 19.19% | 32.77%-13.6pp | 68.23%-49.0pp | 34.38%-15.2pp |
| Employer contribution / active EE | $2,483 | $3,874-35.9% | $4,856-48.9% | $2,637-5.8% |
| Participant deferral / active EE | $8,199 | $7,782+5.4% | $7,758+5.7% | $4,528+81.1% |
| Admin fee / account holder | $255 | $266-4.2% | $10,762-97.6% | $348-26.7% |