See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,685 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $1,301 |
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 | $30,448 | $93,571-67.5% | $135,903-77.6% | $75,163-59.5% |
| Participation rate | 96.3% | 75.2%+21.2pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 13.13% | 30.90%-17.8pp | 68.23%-55.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $3,059 | $3,537-13.5% | $4,856-37.0% | $2,670+14.6% |
| Participant deferral / active EE | $11,338 | $6,404+77.0% | $7,758+46.1% | $4,125+174.8% |
| Admin fee / account holder | $29 | $6,975-99.6% | $10,762-99.7% | $5,651-99.5% |