See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,461 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $30,818 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,028 | $30,086+29.7% | $61,373-36.4% | $64,808-39.8% |
| Participation rate | 75.1% | 36.4%+38.7pp | 52.6%+22.5pp | 71.5%+3.6pp |
| Annual return | -14.15% | -13.99%-0.2pp | 338.61%-352.8pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,262 | $536+135.4% | $1,159+8.9% | $2,506-49.6% |
| Participant deferral / active EE | $2,761 | $1,126+145.2% | $2,125+29.9% | $4,310-36.0% |
| Admin fee / account holder | $218 | $148+46.9% | $2,130-89.8% | $188+15.9% |