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 10-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,857 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $34,679 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,951 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 99 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Fees | -$5,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $126,491 | $65,061+94.4% | $143,757-12.0% | $66,914+89.0% |
| Participation rate | 65.4% | 65.2%+0.2pp | 80.3%-14.9pp | 69.8%-4.4pp |
| Annual return | 35.60% | -11.14%+46.7pp | -0.04%+35.6pp | 1.58%+34.0pp |
| Employer contribution / active EE | $4,566 | $2,361+93.4% | $4,951-7.8% | $2,544+79.5% |
| Participant deferral / active EE | $9,063 | $2,919+210.5% | $5,637+60.8% | $4,237+113.9% |
| Admin fee / account holder | $437 | $502-13.0% | $14,673-97.0% | $593-26.4% |