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 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,437 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $70,831 |
Service code 13 · EIN 73-1554797 | Contract Administrator | $7,254 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $651 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,647 | $87,870+62.3% | $113,168+26.0% | $74,304+92.0% |
| Participation rate | 87.6% | 70.7%+16.8pp | 76.6%+11.0pp | 60.3%+27.2pp |
| Annual return | 9.71% | 26.44%-16.7pp | 24.27%-14.6pp | 29.43%-19.7pp |
| Employer contribution / active EE | $3,554 | $2,277+56.1% | $2,975+19.4% | $2,241+58.6% |
| Participant deferral / active EE | $5,895 | $4,241+39.0% | $5,107+15.4% | $3,767+56.5% |
| Admin fee / account holder | $467 | $3,368-86.1% | $12,068-96.1% | $2,969-84.3% |