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 52 · EIN 84-0467907 | Indirect Investment Fees | $75,548 |
CAPITAL SYNERGY PARTNERS1 year Service code 55 | Other Commissions | $7,404 |
CAPITAL SYNERGY PARTNERS2 years Filed as: CAPITAL SYNERGY PARTNERS INC Service code 53 · EIN 33-0837865 | Insurance Commissions | $0 |
Employer contribution per participant 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 | $64,928 | $82,202-21.0% | $125,339-48.2% | $64,808+0.2% |
| Participation rate | 76.2% | 77.9%-1.7pp | 82.4%-6.2pp | 71.5%+4.8pp |
| Annual return | -15.49% | 3.48%-19.0pp | 572.05%-587.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,164 | $7,175-14.1% | $7,446-17.2% | $4,310+43.0% |
| Admin fee / account holder | $235 | $163+44.1% | $10,010-97.7% | $188+25.2% |