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) | $41,699 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,390 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,749 | $82,978+70.8% | $129,995+9.0% | $71,457+98.4% |
| Participation rate | 90.8% | 74.1%+16.7pp | 78.5%+12.3pp | 67.9%+22.9pp |
| Annual return | 14.41% | 20.60%-6.2pp | -137.18%+151.6pp | 28.85%-14.4pp |
| Employer contribution / active EE | $3,313 | $2,622+26.4% | $4,320-23.3% | $2,588+28.0% |
| Participant deferral / active EE | $6,361 | $4,432+43.5% | $5,820+9.3% | $4,289+48.3% |
| Admin fee / account holder | $386 | $1,729-77.6% | $10,614-96.4% | $1,587-75.7% |