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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $43,989 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,075 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $20,282 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,764 |
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 | $94,169 | $44,960+109.5% | $84,966+10.8% | $74,495+26.4% |
| Participation rate | 97.4% | 49.4%+48.0pp | 67.5%+29.9pp | 67.2%+30.2pp |
| Annual return | 12.00% | 26.24%-14.2pp | 66.38%-54.4pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,155 | $1,457+47.9% | $2,727-21.0% | $2,623-17.8% |
| Participant deferral / active EE | $6,054 | $2,731+121.7% | $4,519+33.9% | $4,346+39.3% |
| Admin fee / account holder | $450 | $2,209-79.6% | $6,149-92.7% | $1,942-76.8% |