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 LLC2+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $33,309 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,899 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,583 | $46,173-12.1% | $170,442-76.2% | $69,631-41.7% |
| Participation rate | 34.7% | 63.9%-29.2pp | 83.6%-48.9pp | 70.7%-36.0pp |
| Annual return | 18.69% | 21.62%-2.9pp | 205.93%-187.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $400 | $1,610-75.2% | $5,433-92.6% | $2,032-80.3% |
| Participant deferral / active EE | $1,552 | $2,080-25.4% | $4,939-68.6% | $3,224-51.9% |
| Admin fee / account holder | $306 | $116+164.1% | $13,880-97.8% | $110+177.3% |