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 Service code 15 · EIN 84-0467907 | Recordkeeping | $136,549 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 26 4208 SIX FORKS · RALEIGH, NC 27609 | Advisory (Participants) | $66,288 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $211,903 | $79,013+168.2% | $100,391+111.1% | $74,495+184.5% |
| Participation rate | 82.4% | 79.5%+2.9pp | 81.5%+0.9pp | 67.2%+15.2pp |
| Annual return | 12.61% | 20.41%-7.8pp | 49.20%-36.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $8,528 | $3,021+182.3% | $3,942+116.4% | $2,623+225.1% |
| Participant deferral / active EE | $9,109 | $7,760+17.4% | $8,082+12.7% | $4,346+109.6% |
| Admin fee / account holder | $735 | $1,320-44.3% | $7,899-90.7% | $1,942-62.2% |