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 DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $60,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,993 | $50,982+357.0% | $154,803+50.5% | $85,563+172.3% |
| Participation rate | 88.9% | 59.8%+29.2pp | 78.1%+10.9pp | 66.0%+23.0pp |
| Annual return | 14.58% | 30.35%-15.8pp | 58.88%-44.3pp | 31.51%-16.9pp |
| Employer contribution / active EE | $8,873 | $1,708+419.4% | $4,305+106.1% | $2,654+234.4% |
| Participant deferral / active EE | $6,058 | $2,474+144.9% | $5,540+9.3% | $4,375+38.5% |
| Admin fee / account holder | $212 | $846-74.9% | $14,329-98.5% | $834-74.6% |