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 | $29,643 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $26,174 |
Filed as: SCHWAB Service code 33 | Securities brokerage | $0 |
Filed as: SCHWAB, INC. Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,821 | $130,194-51.0% | $169,993-62.5% | $71,457-10.7% |
| Participation rate | 83.7% | 86.1%-2.5pp | 87.0%-3.3pp | 67.9%+15.8pp |
| Annual return | 14.03% | 20.37%-6.3pp | 53.37%-39.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,234 | $4,381-49.0% | $6,785-67.1% | $2,588-13.7% |
| Participant deferral / active EE | $3,742 | $6,923-45.9% | $10,408-64.0% | $4,289-12.7% |
| Admin fee / account holder | $298 | $966-69.1% | $12,815-97.7% | $1,587-81.2% |