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 LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $60,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,457 | $50,815+320.1% | $155,509+37.3% | $77,643+174.9% |
| Participation rate | 90.4% | 63.1%+27.3pp | 78.2%+12.2pp | 70.6%+19.8pp |
| Annual return | 15.14% | 34.80%-19.7pp | 64.67%-49.5pp | 31.24%-16.1pp |
| Employer contribution / active EE | $8,992 | $1,993+351.3% | $4,672+92.5% | $2,726+229.9% |
| Participant deferral / active EE | $5,784 | $2,822+105.0% | $5,626+2.8% | $4,647+24.5% |
| Admin fee / account holder | $202 | $437-53.7% | $15,912-98.7% | $430-53.0% |