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 Service code 16 · EIN 26-0058143 | Consulting | $62,475 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $40,227 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,221 | $47,126+293.0% | $149,673+23.8% | $74,419+148.9% |
| Participation rate | 99.5% | 63.4%+36.1pp | 78.8%+20.8pp | 70.7%+28.8pp |
| Annual return | 15.47% | 22.75%-7.3pp | 134.42%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $8,659 | $1,905+354.4% | $4,818+79.7% | $2,637+228.3% |
| Participant deferral / active EE | $5,679 | $2,728+108.2% | $5,6800% | $4,528+25.4% |
| Admin fee / account holder | $200 | $343-41.5% | $13,210-98.5% | $348-42.4% |