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 | $28,300 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
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 | $95,578 | $132,049-27.6% | $200,582-52.3% | $74,304+28.6% |
| Participation rate | 92.0% | 84.1%+8.0pp | 86.9%+5.1pp | 60.3%+31.7pp |
| Annual return | 14.58% | 22.22%-7.6pp | 42.33%-27.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,086 | $4,558-54.2% | $6,419-67.5% | $2,241-6.9% |
| Participant deferral / active EE | $4,127 | $7,213-42.8% | $9,331-55.8% | $3,767+9.5% |
| Admin fee / account holder | $348 | $2,405-85.5% | $16,305-97.9% | $2,969-88.3% |