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.
| 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) | $45,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,698 | $91,762-61.1% | $67,502-47.1% | $77,643-54.0% |
| Participation rate | 51.3% | 75.9%-24.6pp | 72.9%-21.6pp | 70.6%-19.3pp |
| Annual return | 14.39% | 14.87%-0.5pp | 3512.12%-3497.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,225 | $3,181-61.5% | $2,731-55.2% | $2,726-55.1% |
| Participant deferral / active EE | $1,829 | $3,903-53.1% | $4,000-54.3% | $4,647-60.6% |
| Admin fee / account holder | $187 | $176+6.5% | $3,998-95.3% | $430-56.5% |