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 8-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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $17,504 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Advisory (Plan) | $9,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,845 | $29,548-70.1% | $56,411-84.3% | $77,643-88.6% |
| Participation rate | 63.1% | 32.7%+30.4pp | 52.5%+10.6pp | 70.6%-7.5pp |
| Annual return | 9.19% | 19.01%-9.8pp | 1701.33%-1692.1pp | 31.24%-22.0pp |
| Employer contribution / active EE | $62 | $568-89.0% | $1,039-94.0% | $2,726-97.7% |
| Participant deferral / active EE | $248 | $1,061-76.6% | $1,952-87.3% | $4,647-94.7% |
| Admin fee / account holder | $57 | $1,046-94.5% | $2,829-98.0% | $430-86.7% |