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: CAPFINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $18,477 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,641 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE INC Service code 13 · EIN 06-0874395 127 WASHINGTON AVE WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $11,242 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,439 |
TRUSTCORE FINANCIAL3 years Filed as: TRUSTCORE FINANCIAL SERVICES Service code 27 5314 MARYLAND WAY · BRENTWOOD, TN 370276219 | Advisory (Plan) | $4,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,355 | $72,994-31.0% | $120,354-58.2% | $77,643-35.1% |
| Participation rate | 34.6% | 55.2%-20.6pp | 71.9%-37.3pp | 70.6%-35.9pp |
| Annual return | 12.69% | 18.23%-5.5pp | 107.15%-94.5pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,026 | $1,793-42.8% | $3,463-70.4% | $2,726-62.4% |
| Participant deferral / active EE | $2,018 | $3,011-33.0% | $4,991-59.6% | $4,647-56.6% |
| Admin fee / account holder | $420 | $658-36.2% | $9,423-95.5% | $430-2.4% |