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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $73,714 |
Filed as: CBIZ INC Service code 99 PO BOX 956793 · ST LOUIS, MO 631956793 | Other Fees | $32,550 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,169 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES INC Service code 10 21875 NETWORK PL · CHICAGO, IL 606731218 | Accounting | $8,542 |
GROOM LAW GROUP7 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $5,043 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,313 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,647 | $101,317+97.1% | $146,958+35.9% | $74,495+168.0% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.2pp |
| Annual return | 14.79% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $5,459 | $3,810+43.3% | $4,933+10.7% | $2,623+108.1% |
| Participant deferral / active EE | $9,847 | $7,303+34.8% | $8,070+22.0% | $4,346+126.6% |
| Admin fee / account holder | $637 | $1,739-63.4% | $12,998-95.1% | $1,942-67.2% |