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 |
|---|---|---|
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $44,794 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,059 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $15,645 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,257 |
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) | $13,341 |
PRM CONSULTING INC2 years Service code 99 1814 13TH ST NW · WASHINGTON, DC 20009 | Other Fees | $5,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,287 | $95,274+384.2% | $135,903+239.4% | $74,419+519.9% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 18.53% | 32.77%-14.2pp | 68.23%-49.7pp | 34.38%-15.8pp |
| Employer contribution / active EE | $15,273 | $3,874+294.2% | $4,856+214.5% | $2,637+479.1% |
| Participant deferral / active EE | $13,527 | $7,782+73.8% | $7,758+74.4% | $4,528+198.7% |
| Admin fee / account holder | $258 | $266-3.0% | $10,762-97.6% | $348-25.8% |