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 7-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 | $69,717 |
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) | $54,738 |
REILLY CREPPAGE AND CO INC2 years Service code 10 601 VALLEY VIEW BLVD · ALTOONA, PA 16602 | Accounting | $22,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,167 | $104,919-6.4% | $116,228-15.5% | $85,563+14.7% |
| Participation rate | 96.2% | 78.6%+17.6pp | 74.6%+21.6pp | 66.0%+30.2pp |
| Annual return | 18.37% | 15.38%+3.0pp | 90.06%-71.7pp | 31.51%-13.1pp |
| Employer contribution / active EE | $2,885 | $3,485-17.2% | $2,994-3.7% | $2,654+8.7% |
| Participant deferral / active EE | $5,898 | $5,306+11.2% | $4,953+19.1% | $4,375+34.8% |
| Admin fee / account holder | $282 | $429-34.1% | $11,989-97.6% | $834-66.2% |