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 Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $121,630 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,403 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,089 | $82,917+44.8% | $103,333+16.2% | $77,643+54.7% |
| Participation rate | 93.4% | 71.6%+21.8pp | 74.5%+18.9pp | 70.6%+22.8pp |
| Annual return | 12.42% | 19.13%-6.7pp | 24.88%-12.5pp | 31.24%-18.8pp |
| Employer contribution / active EE | $3,678 | $3,552+3.6% | $3,868-4.9% | $2,726+34.9% |
| Participant deferral / active EE | $9,293 | $4,108+126.2% | $5,057+83.7% | $4,647+100.0% |
| Admin fee / account holder | $425 | $638-33.4% | $8,355-94.9% | $430-1.2% |