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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $34,468 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,861 |
Service code 99 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Other Fees | $15,601 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,350 |
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 | $73,649 | $41,078+79.3% | $80,569-8.6% | $71,457+3.1% |
| Participation rate | 99.5% | 50.2%+49.3pp | 67.0%+32.5pp | 67.9%+31.6pp |
| Annual return | 15.94% | 38.45%-22.5pp | 935.43%-919.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,228 | $1,506+48.0% | $2,723-18.2% | $2,588-13.9% |
| Participant deferral / active EE | $5,971 | $2,699+121.2% | $4,447+34.3% | $4,289+39.2% |
| Admin fee / account holder | $315 | $1,840-82.9% | $5,377-94.1% | $1,587-80.1% |