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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,577 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $40,291 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 PO BOX 737844 · DALLAS, TX 75373 | Accounting | $14,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,764 |
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 | $147,287 | $56,317+161.5% | $71,209+106.8% | $74,304+98.2% |
| Participation rate | 91.1% | 55.1%+36.0pp | 73.8%+17.4pp | 60.3%+30.8pp |
| Annual return | 16.99% | 42.83%-25.8pp | 282.51%-265.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $8,820 | $2,160+308.4% | $2,721+224.2% | $2,241+293.6% |
| Participant deferral / active EE | $7,588 | $2,788+172.2% | $4,175+81.7% | $3,767+101.4% |
| Admin fee / account holder | $868 | $2,290-62.1% | $5,349-83.8% | $2,969-70.8% |