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 5-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 | $90,306 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $53,567 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,133 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,400 | $102,204-54.6% | $145,661-68.1% | $85,563-45.8% |
| Participation rate | 96.9% | 70.6%+26.4pp | 77.2%+19.7pp | 66.0%+31.0pp |
| Annual return | -28.61% | 16.68%-45.3pp | 101.46%-130.1pp | 31.51%-60.1pp |
| Employer contribution / active EE | $1,657 | $3,600-54.0% | $4,238-60.9% | $2,654-37.5% |
| Participant deferral / active EE | $8,277 | $5,729+44.5% | $7,198+15.0% | $4,375+89.2% |
| Admin fee / account holder | $401 | $647-38.0% | $12,466-96.8% | $834-51.9% |