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 LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $54,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,869 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,149 | $44,764-63.9% | $68,791-76.5% | $64,808-75.1% |
| Participation rate | 39.5% | 64.8%-25.2pp | 69.0%-29.5pp | 71.5%-31.9pp |
| Annual return | -21.89% | -10.91%-11.0pp | -6.38%-15.5pp | 32.82%-54.7pp |
| Employer contribution / active EE | $1,053 | $1,775-40.7% | $2,655-60.3% | $2,506-58.0% |
| Participant deferral / active EE | $1,916 | $3,238-40.8% | $3,941-51.4% | $4,310-55.6% |
| Admin fee / account holder | $245 | $151+61.6% | $4,932-95.0% | $188+30.2% |