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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $184,933 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $64,997 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Employer contribution per participant 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 | $45,058 | $56,102-19.7% | $101,794-55.7% | $102,872-56.2% |
| Participation rate | 89.3% | 70.4%+18.9pp | 69.2%+20.1pp | 73.0%+16.2pp |
| Annual return | 15.70% | 14.06%+1.6pp | 30.53%-14.8pp | 19.06%-3.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $2,289-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $4,433 | $2,801+58.2% | $4,084+8.5% | $5,535-19.9% |
| Admin fee / account holder | $133 | $262-49.4% | $8,777-98.5% | $292-54.6% |