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 | $66,606 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $55,372 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,850 |
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 | $186,141 | $119,446+55.8% | $150,045+24.1% | $85,563+117.5% |
| Participation rate | 93.5% | 75.4%+18.1pp | 82.3%+11.2pp | 66.0%+27.6pp |
| Annual return | 15.42% | 23.72%-8.3pp | 62.55%-47.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $4,355 | $4,078+6.8% | $4,693-7.2% | $2,654+64.1% |
| Participant deferral / active EE | $9,050 | $7,985+13.3% | $7,997+13.2% | $4,375+106.9% |
| Admin fee / account holder | $329 | $548-39.8% | $13,435-97.5% | $834-60.5% |