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 · EIN 84-0467907 | Recordkeeping Fees | $131,941 |
CAPFINANCIAL PARTNERS LLC9 years Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $39,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,083 | $58,644-14.6% | $178,014-71.9% | $199,768-74.9% |
| Participation rate | 62.9% | 65.5%-2.6pp | 77.1%-14.2pp | 72.0%-9.1pp |
| Annual return | 18.77% | 19.25%-0.5pp | 294.80%-276.0pp | 34.26%-15.5pp |
| Employer contribution / active EE | $2,433 | $1,801+35.0% | $3,950-38.4% | $3,037-19.9% |
| Participant deferral / active EE | $4,400 | $4,248+3.6% | $6,276-29.9% | $5,090-13.6% |
| Admin fee / account holder | $131 | $145-9.7% | $10,362-98.7% | $269-51.2% |