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 | $37,019 |
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) | $29,797 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $377 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,693 | $80,724-9.9% | $103,333-29.7% | $74,495-2.4% |
| Participation rate | 92.7% | 65.7%+27.0pp | 74.5%+18.2pp | 67.2%+25.5pp |
| Annual return | 10.70% | 27.56%-16.9pp | 24.88%-14.2pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $4,008 | $3,157+27.0% | $3,868+3.6% | $2,623+52.8% |
| Participant deferral / active EE | $6,137 | $3,860+59.0% | $5,057+21.4% | $4,346+41.2% |
| Admin fee / account holder | $467 | $2,368-80.3% | $8,355-94.4% | $1,942-76.0% |