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 8-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,826 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,727 | $76,050+146.8% | $96,544+94.4% | $71,457+162.7% |
| Participation rate | 84.3% | 74.4%+9.9pp | 76.0%+8.3pp | 67.9%+16.4pp |
| Annual return | 18.31% | 22.81%-4.5pp | 25.84%-7.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,971 | $2,244-12.2% | $2,965-33.5% | $2,588-23.8% |
| Participant deferral / active EE | $10,354 | $4,215+145.6% | $4,851+113.5% | $4,289+141.4% |
| Admin fee / account holder | $257 | $2,707-90.5% | $8,252-96.9% | $1,587-83.8% |