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) | $46,159 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,603 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,803 |
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 | $150,863 | $88,083+71.3% | $164,813-8.5% | $74,495+102.5% |
| Participation rate | 84.6% | 73.0%+11.5pp | 78.6%+6.0pp | 67.2%+17.4pp |
| Annual return | 12.19% | 17.26%-5.1pp | 69.93%-57.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,754 | $2,593+44.8% | $4,341-13.5% | $2,623+43.1% |
| Participant deferral / active EE | $6,299 | $4,498+40.0% | $6,031+4.4% | $4,346+44.9% |
| Admin fee / account holder | $460 | $2,234-79.4% | $12,690-96.4% | $1,942-76.3% |