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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,475 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $37,320 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,919 | $29,548+35.1% | $56,411-29.2% | $77,643-48.6% |
| Participation rate | 99.7% | 32.7%+67.0pp | 52.5%+47.2pp | 70.6%+29.1pp |
| Annual return | 11.20% | 19.01%-7.8pp | 1701.33%-1690.1pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,405 | $568+147.6% | $1,039+35.3% | $2,726-48.4% |
| Participant deferral / active EE | $3,073 | $1,061+189.7% | $1,952+57.4% | $4,647-33.9% |
| Admin fee / account holder | $212 | $1,046-79.7% | $2,829-92.5% | $430-50.7% |