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 LLC6 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $51,243 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,672 |
EISNERAMPER LLP3 years Service code 10 PO BOX 360635 · PITTSBURGH, PA 152516635 | Accounting | $21,000 |
SLMP LLC STATLAB2 years Service code 99 2090 COMMERCE DR · MCKINNEY, TX 75069 | Other Fees | $6,640 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,627 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,371 | $98,727-59.1% | $113,168-64.3% | $85,563-52.8% |
| Participation rate | 94.2% | 80.8%+13.4pp | 76.6%+17.6pp | 66.0%+28.2pp |
| Annual return | 22.04% | 17.43%+4.6pp | 24.27%-2.2pp | 31.51%-9.5pp |
| Employer contribution / active EE | $2,094 | $2,907-28.0% | $2,975-29.6% | $2,654-21.1% |
| Participant deferral / active EE | $5,898 | $5,424+8.7% | $5,107+15.5% | $4,375+34.8% |
| Admin fee / account holder | $322 | $357-9.8% | $12,068-97.3% | $834-61.4% |