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 CO. Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $238,702 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $167,394 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,964 | $101,499+227.1% | $147,005+125.8% | $74,546+345.3% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 11.96% | 8732.34%-8720.4pp | 418.76%-406.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $16,082 | $3,811+322.0% | $4,934+225.9% | $2,624+512.8% |
| Participant deferral / active EE | $13,330 | $7,304+82.5% | $8,070+65.2% | $4,347+206.6% |
| Admin fee / account holder | $854 | $1,748-51.1% | $13,006-93.4% | $1,944-56.0% |