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: CAP FINANCIAL PARTNERS LLC Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,871 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $8,550 |
EIDE BAILLY LLP1 year Service code 10 P.O. 1914 · BISMARCK, ND 585021914 | Accounting | $7,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,683 | $88,083-53.8% | $164,813-75.3% | $74,495-45.4% |
| Participation rate | 60.2% | 73.0%-12.9pp | 78.6%-18.4pp | 67.2%-7.0pp |
| Annual return | 20.96% | 17.26%+3.7pp | 69.93%-49.0pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,632 | $4,498-19.3% | $6,031-39.8% | $4,346-16.4% |
| Admin fee / account holder | $309 | $2,234-86.2% | $12,690-97.6% | $1,942-84.1% |