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 LLC3 years Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $12,432 |
Filed as: EMPOWER ADVISOR GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $86,655-100.0% | $119,609-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 79.3%-79.3pp | 69.8%-69.8pp |
| Annual return | -2.03% | -8.00%+6.0pp | -14.97%+12.9pp | 1.58%-3.6pp |
| Employer contribution / active EE | $1,683 | $2,536-33.6% | $4,232-60.2% | $2,544-33.8% |
| Participant deferral / active EE | $2,658 | $4,358-39.0% | $5,602-52.5% | $4,237-37.3% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |